Here is what some of our clients are saying about our service
Paul Coleman, Head of Operations and Planning, Financial Advice Matters
Engaging with an outsourced Paraplanning service provider required a commitment from both parties to make the relationship worthwhile. You need to see each other as a business partner and stakeholder in each other’s success. Allison and her team at PWM took the time to understand our unique business needs and to work with us in developing a strong and mutually beneficial service offering that enables us to outsource a large portion of our advice document preparation. This enables us to grow our business and service more clients without the need to put on more staff. Working with PWM, we are able to manage the ebbs and flows of our business activity while still ensuring quality advice documents are prepared within a consistent timeframe. The team is always willing to take feedback and looking for ways to improve to best align with our needs and the changes occurring in the advice industry.
Christy Clements, Director, Better Path Financial Planning
Thank you so much for coming down and helping me out. The Whiteboard is working wonders. I particularly like the business timeline as it really gives me an indication of how long everything actually takes to happen and the business to be finalized and me to be paid. It is such a good idea to lay it all out on a whiteboard so I can clearly see what I have and what is in the funnel.The spreadsheet will be also very useful and assist me to stay on top of things.
Gavin DeSylva, Director and Financial Planner, Pathway Enterprises
Our firm Pathway Enterprises has been working closely with Paperwork Magic for close to 2 years. The expertise and support from everyone in their organization has been second to none and it has been a pleasure to build a fantastic working relationship with Allison and Jen in particular. Their speed and efficiency is excellent and they genuinely care about our business and achieving the best possible outcome for us. They have become an integral part of our business planning and team and we look forward to continue to build our business with them.
Sandra Malhotra, Practice Manager, Maple Tree Wealth
Letting go has always been a weakness of mine, for a number of reasons. The biggest being ‘will someone else care about my business and my work as much as I do’. Thankfully for Paperwork Magic I can finally let go. Compliance and administration is not income generating work, it is however labour intensive. Utilising the expertise that Paperwork Magic offers has allowed our business to focus on the work that really matters, our customer relationships and business growth. Thank you Allison for hand picking a skilled and knowledgeable team who thankfully don’t need their hand held, so they are able to hold mine.
Paul Kennedy, Principal, PGV Consulting
Jen helped me with my database (5000+ contacts in a cumbersome Excel spreadsheet!), putting in filters which really improved my efficiency & productivity in moving to a professional CRM system. A fantastic service by friendly people who listened to my needs – thank you!
Clive Johnson OAM, military researcher and author of the most comprehensive reference of honours, decorations, awards, medals and official forms of recognition to Australians.
Having to admit that I struggle with the multitude of digital marketing tools only exacerbated the need for me to increase my digital footprint. A well-positioned executive, who I was contracting to, advised me that Paperwork Magic had the tools and capabilities to assist in increasing this image.
Despite being sceptical, I did need to at least make an effort to discover what was involved in moving forward. I found the CEO Allison Hays most amenable and easy to talk to. She recommended I liaise with one of her specialists and I was introduced to Jen Homewood. Needless to say, I was astounded by the efficiency, professionalism and advice. It took a few days to sort out but I now have collaborative synchronicity between my web page, my LinkedIn accounts and my Facebook media.
A complete revamp and follow up assistance now allows me to drive the digital marketing to my schedule. I cannot recommend Paperwork Magic highly enough and I am now considering using them for other aspects of my business.
Denise Gibbons, Operations Director, Integrity Wealth
Our firm has been outsourcing some of our administrative functions to Paper Work Magic since May 2014. The work is done efficiently and reliably. The communication is effective and they are proactive with ideas for identifying issues and improving processes. The team are efficient, smart and “no-nonsense”. This really assists us with ensuring our clients are looked after efficiently and effectively. Thanks heaps Allison and your team.