You:

Build and maintain
relationships with your
clients, find out their objectives & what they need.

We:

Analyse your client data,
review options, create
strategies, prepare final
reports & audit trail

Financial Advisers: Outsource your paraplanning

How we make your life easier

  • Free up your time and increase profitability
  • Have highly qualified and experienced paraplanners in your team
  • No employment costs – only pay for what you use
  • High quality and professional reports
  • No recruitment or retention concerns
  • Access services usually only found in large firms

Our reports are prepared to your specifications. We provide a complete audit trail for your file which may include a product research report, portfolio analysis and fund fact sheets. Our reports are bespoke and prepared by human beings, not a computer!

Find out more! Check out our other services

"Your service is a godsend for busy IFA’s. Efficient, professional and reliable, it has rapidly become a valued resource for my company."

Danny Christ, Burwood Sage

money Scope Screenshot

Simple, understandable,
financial planning

Manage all your client's financial plans in one place. Download and print reports from one simple web application.

More about MoneyScope