One Degree Paraplanning

Your Specialist Paraplanners Providing Quality Services Australia Wide

About

One Degree Paraplanning

Trusted Professionals

One Degree Paraplanning has provided financial advisers around Australia with a consistent, quality paraplanning service since 2015. By using an established, experienced, in-house team of paraplanners such as One Degree, the continual search for a reliable partner is over.

Having started as a sole trader business with a single client, One Degree has undergone significant growth in recent years to now service more than 60 financial planning businesses from more than 20 licensees.

We have continued to forge long lasting relationships with dealer groups, financial planning businesses and advisers alike, providing the best outsourced paraplanning services and financial admin available in Australia.

This growth has come purely from word-of-mouth referrals which is testament to the quality and consistent service our paraplanning team provides and the relationships forged with advisers around the country.

With an internal team of paraplanners, supported by a small contractor network, One Degree provides an experienced, qualified and approachable team that is solely based in Australia.

While our headquarters are located in Melbourne, our team provides paraplanning services to businesses across Australia, with the majority of our client base in Victoria, Queensland, and New South Wales.

Whether you need assistance with ongoing paraplanning support or are in need of a one off large number of SOAs, One Degree has the resources required to meet your needs, regardless of the size of the outsourced task.

40+ Years Experience

100% Australian Team

Quick Turnaround

Secure & Compliant

Open & Accessible

Quality Service

Back Office Support

Our Services

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Preparation of Statements of Advice (SOAs)

We prepare hundreds of SOAs each month that are not only compliant, but are also written and presented in a way that is client-friendly and professional.
Our aim is to ensure that your SOAs look and feel the way that you, and your clients, are used to.
Leverage our years of experience in developing our own custom built SOA, that can be tailored to your business’ needs and preferences and outsource your SOAs to us.

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Preparation of Records of Advice

Where an SOA is not required, we can prepare your Records of Advice to ensure your clients’ needs and your service obligations are met.

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Financial Modelling

Our expert team can prepare all projections for you including scenario and stress testing.
Don’t have the software to do it? Don’t worry, we’ve got you covered.

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Product Comparisons

Outsource your financial planning tasks to us and we can complete all superannuation, investment, and insurance product comparisons for you including like for like scenarios, allowing you to confidently choose the best option for your client.

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Technical Support

Unsure of what approach might be best suited to your client? Connect with one of our technical experts and discuss your client’s goals and current position to determine the most appropriate strategies.

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Strategy Papers

Our paraplanning team can prepare comprehensive presentations for you to better understand where your client currently sits, how your strategy considerations will impact their position now and in the future, and which strategies are likely to achieve your client’s objectives.

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SOAs PREPARED

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Dealer Groups

1000 +

Advisers

Our Team

Meet the whole team

Our Process

STEP ONE

Book a Time to Connect

Book a time for a chat with our Founder and Managing Director, Charles Cooch, using the easy online booking system. You’ll be able to discuss your paraplanning needs and find out how outsourcing some of your financial tasks and admin to us will improve your own business.

STEP ONE

STEP TWO

Onboarding and Introductions

We will guide you through the onboarding process to ensure you are ready to go for your first submission. This includes an online meeting with our Senior Management to ensure a smooth transition for your advisers.

STEP TWO

STEP THREE

You are Ready to Go

Once onboarded, we will be ready to accept your SOA requests and other outsourced financial services and will begin working with you to streamline your financial business. In joining the One Degree Paraplanning family, you will be served by a team of paraplanning professionals that are driven to uphold the outstanding service and quality of work we are known for.

STEP THREE