PLANACE

Our passion is providing the highest quality paraplanning support to financial advice businesses. Coming from a financial planning background, we understand how important the adviser's time is. Whether it is spent sourcing new business or providing ongoing advice to existing clients, every minute counts. We provide advisers with more time to do the work that makes a real difference, giving advice... We understand that the biggest roadblock in achieving this is negotiating the maze of documentation and compliance requirements. Since the introduction of FOFA, advisers are spending more and more time doing administration and less time doing the job they love. Outsourcing your paraplanning is a simple and cost effective way of reducing the administration load... From simple Records of Advice to complex Statements of Advice, we offer a full range of advice documents designed to illustrate Adviser recommendations in an easy to understand format, with particular emphasis being placed on the..

Also known as: plan