A boutique financial advisory practice family owned providing advice to a range of clients in Sydney & the surrounding areas.
Bluewater Financial Advisers Paraplanning
Paraplanner.com is a preferred Paraplanning Service Provider to Bluewater Financial and it's group of advisers.
Bluewater Financial Advisers Pty Ltd has a Boutique client service offering. “Boutique“ means efficient & specialised. Bluewater Financial Advisors Pty Ltd provides personalised professional service & promptly responds to their clients needs while providing economies of scale catering for diverse specialised applications & complex matters.
Paraplanner has made a solid commitment to provide Bluewater Financial Advisers Pty Ltd with a Paraplanning service that;
1) Provides Comprehensive, Compliant Statements of Advice for it's growing Adviser list;
2) Provides a rigorous vetting process for all advisers who self-generate their Statements of Advice;
3) Provides cost effective and reliable Administration services for Advisers who are scaling their business; and
4) Works closely with the Licencee to ensure the Advisers are getting all the support they need.
Being a preferred provider to the group we have access to the groups software licence enabling a streamlined secure process to generate statements of advice that meet the Licencee's high standards.
Contact us us today to see how we can help you and your practice reduce costs, and stay compliant in a highly regulated environment.
1) Provides Comprehensive, Compliant Statements of Advice for it's growing Adviser list;
2) Provides a rigorous vetting process for all advisers who self-generate their Statements of Advice;
3) Provides cost effective and reliable Administration services for Advisers who are scaling their business; and
4) Works closely with the Licencee to ensure the Advisers are getting all the support they need.
Being a preferred provider to the group we have access to the groups software licence enabling a streamlined secure process to generate statements of advice that meet the Licencee's high standards.
Contact us us today to see how we can help you and your practice reduce costs, and stay compliant in a highly regulated environment.
