Helping Australian Financial Planners grow their businesses since 2012
Client expectations are focused on the quality of your service
They judge you based on the quality of your advice, the responsiveness of your service, and your level of engagement.
When you get caught up in the administration and background work, you’re giving up time that could be spent reaching out to existing clients, meeting new prospects, and discovering new revenue streams for your business.
At some point, busy work becomes so overwhelming that you can no longer do what you love to do.
You’re exhausted. You’re on track to burnout.
Delivering your promise
Financial Planning is all about helping your clients create, grow, and protect their wealth. That requires a sharp focus, commitment to be responsive, and an incredible amount of time to deliver your promise.
How can you make that happen when you are stretched for time writing financial plans, creating reports, and crunching numbers?
You don’t have to. We can do it for you.
What we do
We construct personalised Statements of Advice, create long-range financial modelling, and provide a data entry service. We do this using our specialised knowledge of XPLAN.
Who we help
If your financial planning practice lacks the resource to employ an in-house paraplanner, or unable to recruit a suitable candidate, or just need to cover for holidays and busy periods, then we can help.
How we help
Our simple 3-step on-boarding system is designed to help you get set up with your own Paraplanner within 24 hours.
Our system integrates with your current business processes without the stress, hassle and confusion that usually goes with hiring new staff!
So, there’s no need to figure anything out or work out how to put everything together, because we’ve done all the hard work for you!
We’ve created specific, custom paths designed to help you get your paraplanning done, fast.
Founded and run by Donna Klajman
When I started in the finance industry in 2000, I never thought I’d end up staying so long. Like so many young and restless souls, I wanted a change and found unexpected opportunities. Before I knew it, I worked my way from administration, to advising, to starting my own financial services business, and now I’ve been in financial planning more than half my adult life.
Most of my work has always involved writing. From contributing articles to an industry journal, to creating my own marketing material for my business and of course, writing financial plans.
Having previously worked as an in-house paraplanner and now as an outsourced paraplanner, I can see there are a number of benefits for Financial Planners who choose to outsource their paraplanning.
Outsourcing your paraplanning means:
- You can spend more time with your clients and not preparing SoAs.
- You know the completion date and can book your client presentation with certainty.
- You do not need to pay for additional office space, computer equipment, software licensing fees, training, salary costs, superannuation, holiday leave and sick leave.
- Access to a professional to discuss strategies and client outcomes.
- Use the service as much or as little as you like.
I built the business from the ground up, starting out as a one-person operation. Over the last 7 years, the business has grown into a small but elite team of professional paraplanners, ready to serve you.
We continue to invest in technology which enables us to deliver a premium service, on schedule, consistently.
With no association or affiliation with other institutions, our business remains an independent financial services company.
Fast forward to 2019 and here we are. Our marketing strategy is simple: we let our clients be the judge of our efforts. 90% of our clients come to us through referrals. And for that, we are forever thankful.
If you’ve read this far, thank you. I’d love to know more about your business and how we can work together. Connect with me on LinkedIn here.
Our Core Values
Excellence is possessing good qualities, to a very high degree. It is climbing higher than the set standard, out-performing the expectations of others. Performing in a spirit of excellence says a lot about who we are and how we are perceived in the present by those around us. Excellence positions us for unusual opportunities.
Why? Because little things make big things happen. When we can demonstrate that we are on top of the details, it gives our clients confidence in our ability to handle complicated matters.
Collaboration brings people with different backgrounds, skills, expertise, and perspectives together to brainstorm ideas, overcome obstacles, and utilise creative problem-solving for the betterment of ourselves and our clients.