Hire a paraplanner or client services officer — two days a week, or five.

Yes, and plenty of practices do. You can engage someone for two, three or four fixed days a week — same named person, same training, same Australian lead, just fewer days. You can also work per document or as a one-off project if your volume is lumpy. Most smaller practices start part-time and add days as the work justifies it, rather than buying a week and hoping to fill it.

It depends on the role and your volumes, so we quote rather than publish a rate card — but you'll have a figure on the first call, not after a second meeting. The comparison worth making is against the fully loaded cost of the alternative: for an employee, salary plus superannuation, leave, on-costs and recruitment; for a contractor, the effective per-document cost including rework. Bring last quarter's volumes and we'll do that comparison with you. All fees in AUD, excluding GST.

Yes. Send us one real advice document, or a week of support-role work, and you pay nothing for it. You keep the output either way. We ask for a signed confidentiality agreement first, and you'll need your licensee's sign-off to share client information — that's the only paperwork involved. One pilot per practice, and complex matters may need a short scoping call before we start so the week isn't wasted.

PLTCo provides outsourced preparation and administration support. Your adviser determines the advice scope, strategy and recommendations, and decides whether the advice is appropriate. Your adviser and licensee retain review, approval, supervision and compliance responsibility for the advice and the file. PLTCo does not provide financial product advice or credit assistance unless formally authorised to do so. Outsourcing arrangements sit within your licensee's obligations, so we supply the service agreement, data-handling policy and controls summary your responsible manager needs on file, and if your licensee has its own outsourcing schedule, we'll complete yours.

Your practice needs to determine any client notification or consent requirements before we access client information — this isn't something we can assure on your behalf. What applies depends on your privacy policy and collection notices, your client engagement terms, the Australian Privacy Principles, your confidentiality obligations, and your licensee's outsourcing policy. We're happy to be named in your disclosures and to work to whatever position you and your licensee land on. If it's useful, we'll walk your responsible manager through exactly what information our team would access and why.

We work inside your approved systems using unique named user accounts with least-privilege access, and access is revoked when a team member leaves your engagement. Handling follows the Australian Privacy Principles under the Privacy Act 1988: secure transfer, audit logging, data minimisation, and controlled retention and deletion. We minimise copies of your data and keep work within approved environments — noting that controlled temporary processing, migration staging and system logs are a normal part of the work, and are covered by agreed retention terms in the service schedule.

Work that doesn't meet the standard agreed in your service schedule is corrected at our cost. If the arrangement still isn't working, 30 days' notice ends it — no minimum term and no exit fee.