Paraplanning

Enhance business efficiencies and reduce staffing costs

We fully understand the routine demands of a financial planning business, the need for accuracy, compliance, and response times. We also realise that outcomes offered in wealth management attract an intense regulatory focus, and it is important for advisers to do exhaustive research, before making client recommendations.

This is time consuming and leaves you with little time for business development. Outsourcing paraplanning to us at Valenta will reduce your workload and business costs. Our virtual Paraplanners assist Financial Advisors to streamline processes offering services such as data entry, reviewing supporting documents, modelling scenario’s and finalising high quality plans.

We have the world’s largest team of virtual Paraplanners and Financial Planning administration experts, enabling us to offer additional resources with specific skill sets, or dedicated teams, based on client requirements.

Trained on industry-leading software applications, our virtual Paraplanners work to enhance efficiency and reduce business costs. You have the flexibility to choose from our range of services, and opt for only those offerings relevant to your business model.

Valenta's Paraplanning Functions

Debt optimization
Snowball debt reduction
Retirement income planning
Pension/social security maximization
Roth conversion
9 circle strategy
Gifting strategies
Laddering strategies using various certificates for cash management
Using trusts in order to reduce or provide liquidity for estate taxes and/or provide a regular stream of income
TERI (Tax Efficient Retirement Income)

Why Valenta’s Virtual Paraplanning Services?

Extension of Your Team

Our virtual Paraplanners can act as dedicated resources trained in your processes and practices ensuring they deliver effectively, in competitive environments.

No Lock-in Contracts

Our contracts are simple with no lock-in terms.

Largest Provider Globally

We have the largest team of highly experienced virtual Paraplanners, equipped to offer a range of services in the fastest possible time.

Award Winning Team

Leading our team of virtual Paraplanners are award-winning Financial Advisors, with a combined experience of more than 500 years.

Extension of Your Team

Our virtual Paraplanners can act as dedicated resources trained in your processes and practices ensuring they deliver effectively, in competitive environments.

No Lock-in Contracts

Our contracts are simple with no lock-in terms.

Largest Provider Globally

We have the largest team of highly experienced virtual Paraplanners, equipped to offer a range of services in the fastest possible time.

Award Winning Team

Leading our team of virtual Paraplanners are award-winning Financial Advisors, with a combined experience of more than 500 years.

Peace of Mind with Valenta BPO

24x7 Support

We have a global presence with offices in Australia, UK, and US, backed by well-staffed delivery centres in Bangalore, Vizag, Ahmadabad and Mohali in India, and Penang in Malaysia enabling us to support you 24×7.

No Lock-in Contracts

Our contracts are simple with no lock-in terms. At Valenta BPO we believe in offering the highest level of customer service ensuring that our relationships are long-term.

Up to 60% Cost Saving

On average, our Valenta BPO client's report a cost saving of up to 60% by outsourcing key services. Furthermore, recent survey's show that our client's do not believe they are compromising on the quality of outcomes, and are achieving business growth faster than otherwise would be possible.

Businessman with a tablet is analyzing a graph.

Flexible Engagements

We design solutions to meet specific client requirements and offer flexible engagement models. Our resources can be engaged full time, part time, or on a transactional basis without lock-in contracts.

What do our client's say?

Since engaging Valenta, we’ve been able to take on a much higher work load. We’ve been able to bring someone into the team for a lower cost, but without compromising on that quality of work. Outsourcing has been a great solution compared to hiring somebody locally. It’s a lot more cost effective and it’s easy to do.
“
Natalie Gillies and Clare Harding
Arthur J Gallagher
Valenta has been great, because it allows us to expand and contract our operations, depending on the time of the year, very effortlessly and inexpensively. It’s allowed us to make decisions that we know we can scale quickly on because we know that Jayesh and the Valenta team will be there for us.
“
John Pollock
Financial Gravity