Paraplanning Services
At MNH Paraplanning, we provide precise, compliant, and timely paraplanning services tailored to the needs of Australian Financial Planners. From SOAs to ROAs, our team ensures every document meets industry standards while saving you valuable time.
Our Services
Paraplanning
Comprehensive SOA and ROA preparation, research, strategy development, and compliance documentation tailored for Australian financial planners.
Learn more →Administration
New business processing, client reviews, rollovers, insurance administration, and complete client onboarding management.
Learn more →Documentation
File notes, template management, compliance documentation, and record-keeping that meets industry standards.
Learn more →How It Works
Getting started with MNH is straightforward. Five steps from enquiry to delivery.
- 1
Register or Contact Us
Create your account or reach out via our contact form to discuss your paraplanning and administration needs.
- 2
Submit Your Work Request
Lodge a detailed work request through our portal. Include client details, strategy direction, and any supporting documents.
- 3
We Review and Assign
Our team reviews your request, assigns it to the right specialist, and confirms scope and timeframe.
- 4
Work Completed and Delivered
Your documents are prepared, quality-checked for compliance, and delivered to you within the agreed timeframe.
- 5
Ongoing Support
We provide post-delivery support, handle revisions, and are available for queries on any work we have completed.
Who are we and What do we do?
Our Mission
To provide Australian financial planners with reliable, accurate, and compliant paraplanning and administration services that let them focus on their clients.
Our Commitment
We are committed to precision, timeliness, and compliance. Every document we produce meets current regulatory requirements and is reviewed for accuracy before delivery.
Our Story
MNH Paraplanning & Administration was founded with a simple goal: give financial planners the support team they need without the overhead of hiring in-house.
Paraplanning Excellence
From complex superannuation strategies to aged care planning, our paraplanners are experienced across all areas of Australian financial advice.
Streamlined Administration
We handle the administrative burden of financial planning practices, from new business processing through to ongoing client management and reporting.
Our Journey
Founded
MNH Paraplanning established to support Australian financial planners with expert paraplanning services.
Growth
Expanded to provide full administration services alongside paraplanning, becoming a complete support solution.
Expansion
Grew the team and client base across Australia, delivering hundreds of SOAs and ROAs annually.
Innovation
Began development of AI-powered tools to augment our expert team and accelerate compliant document delivery.
Our Team
Experienced professionals dedicated to delivering precise, compliant paraplanning and administration services.
Matthew Hibbins
Founder & Director
Shane Dunlop
Business Manager
Cristylyn
Paraplanner
Erralyne
Support Staff
Jessica
Support Staff
Insights & Updates
Investments15 March 2024
Mastering Investment Strategies
Understanding the key principles of investment strategy for Australian financial planners and their clients.
Aged Care20 February 2024
Age Care Strategies
Navigating the complexities of aged care planning to ensure your clients receive the best possible outcomes.
Practice Management30 January 2024
Mastering Business Efficiencies
Practical strategies for running a more efficient financial planning practice with less overhead.
Technology10 December 2023
Advanced Technology Strategies
How technology is transforming the Australian financial advice industry and what it means for planners.
Estate Planning5 November 2023
Estate Planning Strategies
Comprehensive estate planning approaches that protect your clients and their families.
Superannuation12 October 2023
Advanced Superannuation Strategies
Deep-dive strategies for maximising superannuation outcomes under current Australian legislation.
Insurance8 September 2023
Life Insurance Strategies for Australians
Understanding life insurance products and strategies that provide genuine protection for Australian clients.
Streamline Your Financial Planning with MNH
Join Australian financial planners who trust MNH to handle their paraplanning and administration — so they can focus on their clients.
Contact Us
General Enquiries
admin@mnh.expertParaplanning
paraplanning@mnh.expert