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.