Do you require trusted admin, research and report writing support for your financial business?

CoPilot your Paraplanning by outsourcing to us.

CoPilot was established by financial planners, for financial planners.

We provide a simple, flexible and cost-effective approach for your paraplanning needs.

We understand paraplanning can be complex and time-consuming, ultimately taking you away from what really matters, when trying to grow your business, which is spending more time with your clients.

Our flexible, cost-effective approach to paraplanning will free up your time and allow you to focus on what is important. Whether that be a better work/life balance, or enabling you to increase your profitability. 

Although we are confident in the service we offer, we understand that we are only as good as our last piece of work. By continuing to deliver great results for your business, we aim to build a long term relationship, making you confident in delegating an important part of your business to us.

We also understand that there are certain aspects of the process you may want to personally oversee. There really is no task too big or small, from day to day administration, to full research and planning. That is why we have implemented a pay as you go pricing structure, saving you money by only using the services you need.

‘At CoPilot, our aim is to make things simple. Adding value to your business by delivering great outcomes, whilst keeping the customer at the heart of our business.’

FREE Sample of our Quality

Sample CoPilot Paraplanning Quality with a FREE Example of their Financial Planning Report

Receive an example Financial Planning Report for FREE.