How Makes Your Work Life Easier

Why We Do It was started with the idea of creating a way for paraplanners to be able to work from home and overcome some of the roadblocks that come with contracting your paraplanning. The roadblocks and how we have tried to overcome them are:

It's hard to get work

We have built up a large number of referral sources and business relationships to enable us to obtain ongoing work.

It's hard to manage client contact

By setting up systems to manage client communication easily, you are in a position to work undistracted.

It's hard to chase up money from advisers

By utilising Freshbooks and having follow-up systems in place, we take the pain out of chasing up payments. Our average payment timeframe is 14-21 days with payments made directly to your bank account.

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