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


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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

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Simple, understandable,
financial planning

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

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