- How it works -

How we can improve the efficiency of your
financial planning process

Submit a Case

Submit your case details using simple pre-programmed fields and easily upload supporting documents directly to the system.

Make a Payment

Make a payment for your case in a single tap, using a pre-saved credit/debit card that is saved to your Para-dox wallet.

Our Team Prepare Your Case

Once we have everything we need from your end, our team of Paraplanners will prepare your report within three days.

Live Status and Tracking

You can follow the progress of your report with live tracking available throughout the process; from acceptance right through to deliver.

Review and Accept

Once your case has been finalised by our Quality Assurance Team, you will be able to download and review your document.

Get better financial planning

The price of each report is fixed and at a very competitive price