Outsourced Paraplanning to help you grow your Financial Planning business faster
For Financial Planners who want to grow their business, profitability, and client base
Financial Planners shouldn't do paraplanning work
What if you could serve your clients, grow your business and make things happen without hiring a full-time Paraplanner? Now you can.
We help Financial Planning practices provide more advice to more people through outsourced paraplanning
Are you looking to find the most appropriate strategy for your Clients? We’ll help you build the strategies and recommendations to be presented within the Statement of Advice (SoA). We’ll work with you to analyse and explore gaps, inconsistencies, and opportunities before the SoA is prepared for the Clients.
Statements of Advice
Is preparing advice documents a time-consuming (and non-billable) task for you? We’ll prepare research-backed simpler SoAs with clear strategies. We’ll ensure that the language used and the amount of detailed information provided will be tailored to the Clients’ level of understanding of finance and investment.
XPLAN Data Entry
Looking for a more efficient way of entering Clients’ data on XPLAN? Avoid the hassle and achieve significant cost savings and quick turnaround. Outsource the data entry to us and get your time back.
Why Choose Us?
Some of our valued Clients
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