The service is well-designed and so easy to use |
This is a great service that will benefit advisers & practices, particularly those with limited administration resources or IT know-how |
We love your business…we are always keen for further practice efficiency/innovation |
For advisers with limited support or template options, this is an excellent option |
We have been looking for what you offer…a service that reduces the costs of SoAs, administration, CRM and paperwork in general |
I’ve been proposing what you offer since I first started working with our licensee… |
I have pleasure in advising that Paraplanner.com.au has been providing a paraplanning service to me for approximately the past eighteen months or so. The plans have been professionally prepared, competitively priced and returned in a timely manner. I have found the underlying strategies and recommendations contained within the plans more than acceptable
I must say, I have enjoyed having my paraplanner prepare SoAs for us. Their work is first rate and I have had no issues.