We get it right the first time
All of our paraplanners are experienced, qualified (seriously – we do background checks to make sure they have a minimum of a DFP!) and are used to different in-house processes.
There’s way less back-and-forth.
We know we’re more expensive than some other (less favourable) options. But you don’t need to spend hours bringing us up to speed with current Aussie laws and ASIC requirements…we’re so proactive that often, we’ll be the ones updating you!
Because everything is kept on-shore, you can rest easy knowing that your data is safe (in fact, it’s our top priority).
We’ll take your processes, work within your team and even provide you with suggestions on how to improve your systems, making it more streamlined and less stressful.
Tech is our friend! So if technology isn’t your strong point, we can come in, sit down with you and share our templates, run face-to-face workshops and trainings.