PARAPLANNING AND MORE WELCOME TO PAPERWORK MAGIC
Thank you for visiting Paperwork Magic. If you’ve found us, chances are you’re looking for external paraplanning support and some paperwork magic within your own business. Paperwork Magic exists to help financial planners, licensed accountants and financial planning licensees deal with their paperwork efficiently and effectively at fair value, to support the delivery of great financial advice. In short, we care about your advice and business as much as you do.
We know operating a modern advice business or licensee requires knowledge, skill and effort. That’s why we take a partnership approach to work with our clients. Please take a moment to explore our services. If you’re looking to create a relationship with a modern business partner who genuinely understands old fashioned service, please call us on 0422 452 337 or use our Request Form to let us know how we can support you. We work with clients across Australia.
Do any of the below financial planner frustrations sound familiar?
If yes, then you need some Paperwork Magic in your life.
- “My outsourced paraplanner doesn’t communicate when they don’t understand something.”
- “There are bottlenecks causing delays and the quality isn’t consistent.”
- “The turnaround time to complete a FDS and administration are slow”
- “Sometimes, I am not sure where things are at or why there are delays.”
- “My CSO needs to be more effective and efficient.”
- “There’s too much preparation which stops me from doing other things.”
- “I want to grow my planning business, but I don’t have the processes to handle it.”
We take the time to understand your needs and deliver the outcomes you’re looking for through our Paraplanning services, Client Administration services, Business consulting services and Affiliate services.
Paperwork Magic was founded by Allison Hays in 2013 to help financial planners and accountants keep focus on their client’s needs, by providing paraplanning services and service delivery support.
Having been an adviser herself, Allison understands first-hand the challenges that increased record keeping and compliance creates for advice professionals. Allison also knows how a good business partner like Paperwork Magic can help you deliver great advice and provide you with more time to see clients.
Paperwork Magic is wholly owned and operated Australian Business. We only employ skilled and experienced staff, some with 10 or more year’s experience. Some of our staff have achieved the CFP designation. Meet Allison and the Paperwork Magic team here now.
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Thank you for visiting Paperwork Magic today. We look forward to learning more about your business and how we might assist.