A strategic partner, not just an outsourced job

We’ll support your business as it grows: with compliant advice documents in less time.

Let us take care of the stuff you don’t need to – so you can get back to the clients.

To be Franc

We’ll keep this short – Franc is French for simple, after all!

We’re a trusty sidekick to advisers, because:

  • You’ll have more time for innovation and improvement in your own business (and get back to what you love: client time!)
  • We offer a quick turnaround, so you have plenty of lead time to prep for client meetings
  • We are Australian, we know the laws and the industry (this means we work a heck-of-a-lot faster)
  • We stay ahead of legislative or compliance changes (so you don’t have to worry about it)
  • We’ll take care of the tech side of things (and we’ll push for better, easier ways of doing business)
  • Our job is to provide simple and efficient processes to get compliant plans out (yep, we’ll even do in-person training or workshops for your team!)
  • We have open and regular communication (we’ll never leave you in the dark)

Quality plans done by Aussie paraplanners for busy advisers

A streamlined process and regular communication to keep everyone on track.

A keen eye for detail so that compliance is always a priority.

Only pay for what you need.

Franc helps you stress less

So if you’re worried about not having enough time to spend on advice documents when there’s more important things to do, like seeing your clients…

Or if you’ve got serious overflow happening (and you still want to deliver your clients complaint advice documents within a suitable time-frame)…

Or you’re sick of banging your head against a wall, wasting time with offshore paraplanners with bad results…

Or hiring someone in-house only to have them move into an advice role…

And you just want some certainty around your advice processes…

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.

You know what you’re getting. Every time.