All tools. One seamless hub.
.jpg)
Access essential calculators for different financial planning scenario. Save time and improve accuracy with calculators built for superannuation, insurance, and retirement planning.
Visualise financial planning scenarios in under 2 minutes — instead of spending hours manually creating them in Word or Visio.
Standardise your advice process with ready-to-use templates for client fact-finds, risk profiles, file notes, compliance checklists, and authority to proceed forms — helping you document interactions consistently and stay compliant.
Find strategy guides, alternative strategies, and ready-to-use BID (Best Interest Duty) templates tailored for paraplanners and financial advisers.
Stay informed with the latest Paraplanno updates — from new tools and calculators to feature enhancements and workflow improvements. Coming soon: real-time updates on ASIC and ATO rule changes, superannuation and tax updates, and key compliance announcements — all in one place.
Need something new? Submit requests for calculators or resources directly from your hub.
We understand that confidentiality is critical in financial advice. That’s why Paraplanno is designed with security and privacy at its core. You can use the platform with confidence, knowing that sensitive client data is never at risk.
![[interface] image of employee interacting with hr software (for a hr tech)](https://cdn.prod.website-files.com/68c3f5387a78da3d6cbe94ac/68cea3b023858cb6e5183f3a_4a9c9d38-9dfc-4d4f-b284-2f55a87e99cf.avif)
Paraplanno does not capture or retain any personal or financial information. Everything you input stays on your device, and nothing is stored on our servers.
All processing is protected using industry-standard encryption and secure protocols, keeping your work safe while you use the tools.
Calculations and document generation happen within your session, meaning nothing leaves your device. You stay in full control of your workflow.
All PDFs and Word documents generated are saved in your Local Drive and not in our cloud / servers.
Hours saved
Value delivered ($50 per hour)
Reports generated
