Explore what we offer at Paraflo
At Paraflo, we understand that every adviser has different needs, so we offer flexible service levels to suit you. Whether you prefer the simplicity of a pay-as-you-go arrangement or the value of a monthly retainer, our aim is to provide reliable support that grows with your business.
Working with an outsourced paraplanner gives you the freedom to focus on client relationships and growing your practice, while we handle the technical detail and report preparation in the background. It’s a cost-effective way to access experienced paraplanning support without the overheads of hiring in-house, ensuring you have the flexibility to scale your resources up or down as your business needs change.
Full details of all options can be found in our fees and services schedule.
Our Services
Pay-as-you-go
The pay-as-you-go option gives you complete flexibility, with no ongoing commitment. You’re only charged for the work completed each month, making it a great choice for advisers who prefer an ad-hoc approach or have variable client needs. It allows you to access expert paraplanning support whenever you need it, without the fixed monthly cost.
Monthly retainer
Our monthly retainer option is designed for advisers who want ongoing, reliable paraplanning support with the added benefit of discounted service rates. This approach makes it easier to plan your costs, while giving you priority access to our services when you need them most. It’s an ideal choice if you work with a larger number of clients and require regular support.