100% Remote • Australia-Ready

Remote Paraplanning & Strategy Modeling

Strategic para-advisers working directly inside your Xplan, Midwinter, or Plutosoft software—formulating sound strategy models, cash flow projections, and product replacement comparisons for Australian practices.

View Paraplanning Rates (from A$750/mo) → Request Paraplanner CVs & Samples
1–2 Day SLA • 100% Manual QA • Xplan, Plutosoft & Midwinter • CA, CFA, CFP & MBA Talent
Strategy Scope

End-to-End Strategy Modeling & Research Scope

Our paraplanners function as strategic thinking partners for your advisers—testing strategy logic, verifying contribution caps, and checking product replacement fee impacts.

Superannuation & Retirement Modeling

Full superannuation restructuring and retirement projections built directly inside your advice software wizards.

  • ✓ Concessional and non-concessional cap tracking
  • ✓ Unused carry-forward caps and bring-forward rule modeling
  • ✓ Transition-to-Retirement (TTR) income stream strategies
  • ✓ Account-Based Pension (ABP) minimum drawdowns & longevity modeling

Personal Risk Insurance Research

Needs analysis, premium calculations, and multi-quote research across leading Australian retail insurers.

  • ✓ Multi-quote comparisons in Risk Researcher (TAL, AIA, Zurich, NEOS, MLC)
  • ✓ Life, TPD, Trauma, and Income Protection needs analysis
  • ✓ Stepped vs. level premium long-term trajectory modeling
  • ✓ Detailed product replacement & policy feature comparison tables

Investment & WealthSolver Analysis

Portfolio analysis, asset allocation modeling, wrap platform fee benchmarking, and CGT tax modeling.

  • ✓ Platform fee benchmarking in WealthSolver (Hub24, Netwealth, Praemium)
  • ✓ Strategic vs. tactical asset allocation weightings
  • ✓ Model portfolio switching schedules and fund comparisons
  • ✓ Capital Gains Tax (CGT) liability impact analysis

Debt Recycling & Cash Flow Projections

Multi-year cash flow forecasting, budgeting analysis, and tax-effective debt transformation strategies.

  • ✓ Deductible vs. non-deductible debt transformation modeling
  • ✓ Gearing strategies, loan amortisation, and interest tax deductions
  • ✓ Cash flow surplus allocation and capital growth curves
  • ✓ Comprehensive Xtools+ multi-year trajectory graphs

Multi-Entity & SMSF Strategy Modeling

Advanced structuring strategies for high-net-worth clients, family entities, and self-managed super funds.

  • ✓ SMSF establishment, asset rollovers, and LRBA property modeling
  • ✓ Discretionary trust distribution streaming & corporate beneficiary structures
  • ✓ Intergenerational wealth transfer and estate planning strategies
  • ✓ Integration with Class Super and BGL Simple Fund 360

Working Papers & Compliance Notes

Complete audit trail with every strategy model to support adviser review and AFSL licensee compliance.

  • ✓ Best Interests Duty (Corporations Act s961B) alignment checks
  • ✓ Detailed assumptions logs and calculator spreadsheets
  • ✓ Product comparison research dossiers and policy schedules
  • ✓ Clear query resolution logs and audit-ready file indexing
Platform Proficiency

Native Expertise in Australian Advice Software

Our paraplanners connect directly into your existing software via secure VDI/VPN. All modeling and documents remain hosted in your sovereign cloud instance with zero local file downloads.

View Paraplanner Rates →

Supported Advice Software Suites

  • ✓ Iress Xplan: Xtools+, WealthSolver, Risk Researcher, CommPay, and Xmerge template coding
  • ✓ Midwinter: AdviceOS strategy modeling, cash flow engines, and compliance matrix validation
  • ✓ Plutosoft: Client onboarding, advice modeling wizards, and automated document generation
  • ✓ AdviserLogic: Pay-as-you-go strategy modeling and automated SOA generation
  • ✓ Omnium / Class: SMSF modeling, platform feeds, and portfolio restructures
Seniority & Rates

Dedicated Paraplanning Seniority Levels

Match your practice with the exact qualification and experience level required.

Junior Paraplanner

Starting from A$750 / mo

1–2 years experience in Australian financial planning support.

  • ✓ Fact-find data entry and Xplan client hygiene
  • ✓ Simple superannuation rollovers and basic ROAs
  • ✓ Risk Researcher insurance quote generation
  • ✓ Peer-reviewed by Senior Paraplanner

Intermediate Paraplanner

Starting from A$900 / mo

3–5 years experience managing comprehensive multi-strategy advice files.

  • ✓ Standard comprehensive wealth, super, and risk SOAs
  • ✓ WealthSolver platform fee modeling and comparisons
  • ✓ Transition-to-Retirement and pension drawdown strategies
  • ✓ 100% manual QA verification on all files

Senior Paraplanner

Starting from A$1,100 / mo

5+ years experience, CA/CFA/CFP qualified with deep strategy leadership.

  • ✓ Complex multi-entity advice (SMSFs, family trusts, gearing)
  • ✓ Debt recycling and intergenerational wealth planning
  • ✓ Custom Xmerge template and wizard coding
  • ✓ Team leadership & full practice QA supervision
Execution Workflow

1–2 Day SLA & 100% Manual QA Process

Combining AI-assisted drafting speed with rigorous manual quality review by senior paraplanners.

01
Fact-Find & Brief Ingestion

Adviser inputs notes and client file into existing software. We confirm receipt and strategy scope within 2 hours.

02
Strategy Formulation & Modeling

Paraplanners construct cash flow projections, WealthSolver asset allocation models, and Risk Researcher quotes.

03
100% Manual QA Review

Senior paraplanners verify contribution caps, fee comparisons, and AFSL Best Interests Duty safe harbours.

04
Turnkey Delivery

Clean, compliant SOA/ROA completed inside your system within 1–2 days, ready for adviser review and sign-off.

Paraplanning FAQs

Common questions from Australian advice practices about our paraplanning workflows, software integration, and QA standards.

What financial planning software suites do your paraplanners use? +

Our paraplanners operate natively across all major Australian financial planning platforms: Iress Xplan (Xtools+, WealthSolver, Risk Researcher), Midwinter AdviceOS, Plutosoft, and AdviserLogic.

  • ✓ Direct login into your existing cloud instance via secure VDI/VPN with zero local data downloads.
  • ✓ Pre-trained on custom practice advice templates, wizards, and strategy calculators.
  • ✓ Proficient in multi-entity portfolio restructuring, debt recycling models, and risk research.
What is your turnaround SLA for strategy modeling and SOA drafts? +

We maintain a strict 1–2 Day SLA for compliant SOAs and ROAs from the receipt of complete fact-find and strategy notes.

  • ✓ Strict 1–2 day turnaround SLA across all standard advice deliverables.
  • ✓ Clear query tracking via your preferred communication channel (Teams, Slack, or Email).
  • ✓ Every draft includes detailed modeling workpapers, assumptions log, and 100% manual QA sign-off.
How do you handle complex or multi-entity financial planning strategies? +

Our senior paraplanners hold elite qualifications (CA, CFA, CFP, MBA Finance) and possess extensive experience in complex modeling—including SMSFs, family discretionary trusts, corporate beneficiaries, and debt recycling.

  • ✓ SMSF Limited Recourse Borrowing Arrangements (LRBA) and pension establishment.
  • ✓ Discretionary trust distribution streaming and investment holding structures.
  • ✓ Comprehensive multi-scenario cash flow and net wealth trajectories.
Can we review sample work or conduct a pilot before hiring a dedicated paraplanner? +

Yes. You can review anonymised Statements of Advice (SOAs) and verified candidate credentials, or submit an initial test file or pay-as-you-go task to evaluate our modeling quality and turnaround speed firsthand.

  • ✓ Zero lock-in commitment on pilot tasks.
  • ✓ Prepared directly inside your practice templates and software.
  • ✓ Detailed modeling walkthrough and compliance review checklist included.

Ready to test our paraplanning quality?

Submit a test file or request anonymised Statement of Advice (SOA) work samples today. Starting from A$750/month with zero lock-in contracts.

View Paraplanning Rates → Request Work Samples & CVs
Important Regulatory & Service Disclaimers

100% Remote BPO Model: MCR Global Financial Advisory Backoffice is a 100% remote Business Process Outsourcing (BPO) service provider operating from India. We provide dedicated operational, administrative, and paraplanning personnel to Australian financial planning practices.

No Financial Advice Provided: MCR Global is not a financial adviser, financial planner, or Australian Financial Services Licensee (AFSL) holder. MCR Global does not provide personal or general financial product advice, financial planning services, or financial recommendations under the Australian Corporations Act 2001 (Cth).

AFSL & Adviser Responsibility: All Statements of Advice (SOAs), Records of Advice (ROAs), strategy working papers, and research documents prepared by MCR Global personnel are drafted under the explicit direction and guidelines of the client practice. The client Australian Financial Services Licensee (AFSL) and its authorised representatives remain solely and legally responsible for reviewing, verifying, approving, and issuing all advice to end clients.

Third-Party Systems & Data Security: Platform names (including Xplan, Plutosoft, Midwinter) are trademarks of their respective copyright holders. MCR Global personnel access client software tools securely via encrypted VDI/VPN connections with zero local data storage.