DOVER PARA-PLANNING SERVICES: THE DOVER EXPERIENCE

Dover provides its representatives with a team of expert and skilled para-planners, financial planners, solicitors, property consultants and accountants who have been extensively trained in preparing complex financial plans for clients. The statements of advice call on the Dover Experience to cover all relevant business and financial issues effecting your clients including estate planning, superannuation, insurances, property, and legal issues as well as investment and similar "traditional" financial planning services.

The Dover Experience establishes you as the principal advisor to your clients on all relevant issues. This is the way to maximize your practice's profits and market value.
 
All Dover's para-planners are recent graduates from Melbourne University's Commerce faculty and some have second degrees and masters' degrees in business, accounting and finance. Each Dover para-planner has at least two years practical hands on experience preparing complex statements of advice and works under the supervision of senior solicitors and financial planners with decades of relevant experience working with high net worth individuals with complex financial planning needs.

All Dover para-planning SOAs are prepared in accordance with Dover’s extensive internal templates and precedent systems and are quality controlled by Dover’s experienced in-house solicitors and financial planners.
 
Dover para-planning provides a prompt turn around within agreed time limits. All statements of advice and similar documents are aesthetically presented, making appropriate use of tables, charts and diagrams, and are designed to communicate with your clients and to allow your clients to make an informed decision to accept your recommendations.
 
Dover para-planning is an important part of the Dover experience, and helps Dover representatives improve the profitability and value of their practices by making sure:

• statements of advice include relevant tax planning, legal and similar information;
• Dover representatives spend their time where it really matters, ie meeting with existing and prospective clients and providing top quality advice and service;
• all statements of advice have consistent technical content; and
• there is a second “second opinion” on SOA content, including reasonableness and appropriateness of advice, and making sure all relevant planning ideas are discussed.

Dover para-planning gives you the resources of a large technical team without unnecessary costs. You only pay for the resources you actually need, and use.

Dover para-planner fees are below industry standards and are summarised in the following table: