“Other Paraplanners have decades of experience. Why should I choose you?”
Unlike Paraplanners who’ve been around for yonks, you’re sure that my solutions are fresh and up to date with the latest information.
I’m not tainted by old-fashioned methods or in a 1980s time warp bubble (though those hairstyles – phoar).
I see your client’s values, goals and juicy financial needs through a modern lens. So you and your clients receive advice documents in-line with current strategies, tech advancements and never feel muddled.
“What’s your style?”
Businesses come to us for refreshing and wink-worthy, succinct Statement of Assessments, advice and compliance support.
They stay for our one-on-one service, holistic approach and happy little finger guns – pew pew (their words, not ours). From onboarding to strategy – document writing to delivery. Our bright, fun and beautiful process (#humblebrag) offers ease, connection and certainty the whole way through.
“How much info do I need to give you before we start?”
Good question. Here’s the lowdown:
To customise a complete library of inclusions specific to you, head to my contact page, book a chat, sign our agreement and provide samples of any existing SOAs you like. We’ll discuss any areas you’d like included during our meeting, as well as any recommendations
Attach your research, meeting file notes and a completed Fact Find to my contact form. I’ll be in touch to book a virtual meeting with you.
Attach your research, meeting file notes, a completed Fact Find, your product comparisons and an advice file note to my contact form.
Not sure which service you’re after yet? That’s okay, fill in my contact form to book a meeting with me.