Adviser Testimonials

Speed, project management & easy payments - Aveley (WA) Adviser

Blown away by how quickly my plan was turned around - thank you!!

Your technology platform for project management is excellent, especially being able to instant chat online.

Very impressed with the ability to pay straight way using a credit card  as well.

Couldn't be happier, thanks guys, well done.

Great service - Traralgon (VIC) Adviser

My paraplanner and project manager provide great service.

Automation & attention to detail - Penrith (NSW) Adviser

Great automation and the staff who are working on the SoA are extremely helpful and professional. My paraplanner has taken off a lot off my mind when it comes to the necessary details to be included in the plan - she takes the load off my mind and I know the work will be done to a high standard.

Benefits our practice - West Perth (WA) Adviser

Has been working very well and brings benefit to our practice.

Technical detail & exceeds expectations - Port Macquarie (NSW) Adviser

The service provided displays very good attention to detail, technical knowledge, but in particular the understanding of the client and the advice objectives we are trying to achieve. The advice document is well prepared and required little if any changes, within the agreed preparation time.
The administration service -  AdminPro, exceeds already what we have had difficulty in trying to train staff to achieve.

Prompt and efficient - Belrose (NSW) Adviser

Prompt efficient response times and my paraplanner is great!!!

To My Standard - Buranda (QLD) Adviser

It got done with no fuss to my standards.

Freed Up My Time - Essendon (VIC) Adviser

I have a small financial planning business and this has freed up my time.

Efficient and cost competitive - Bunbury (WA) Adviser

They are efficient and cost competitive and I have referred at least 4 advisers to the service so far.

Happy - Coorparoo (QLD) Adviser

I'm happy with the service.

Quick turnaround time - Elanora (QLD) Adviser

Quick turnaround and very little changes needed to be made.

First Rate Work 

I must say, I have enjoyed having my paraplanner prepare SoAs for us. Their work is first rate and I have had no issues.

Professionally Prepared - Mona Vale (NSW) Adviser

I have pleasure in advising that 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.

Glad we found you 

I've been proposing what you offer since I first started working with our licensee…

Reduces Our Admin Work - Newcastle (NSW) Adviser

We have been looking for what you offer…a service that reduces the costs of SoAs, administration, CRM and paperwork in general.

Option for Single Adviser Practices - Central Coast (NSW) Adviser

For advisers with limited support or template options, this is an excellent option.

We love your business!

We love your business…we are always keen for further practice efficiency/innovation.

Great service - Perth (WA) Adviser

This is a great service that will benefit advisers & practices, particularly those with limited administration resources or IT know-how


The service is well-designed and so easy to use

Quick, efficient & cost-effective - Melbourne (VIC) Adviser

After disappointing service from my dealer, I began utilising the paraplanning services of 12 months ago, following a recommendations from a colleague. I found the service offering to be as promised, quick, efficient and cost effective. The ease and speed at which the plans were prepared was a revelation when compared to the efforts of previous organisations. Information was easily submitted to and completed plans promptly returned. The preparation costs are competitive and the standard of work to be of the highest order- my compliance meeting this year selected a number of clients whose plans were constructed by, I was complimented on every one of them. I would have no hesitation in recommending their services to fellow industry professionals.

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