Are you a licensee, financial planner or in financial services?
We provide outsource solutions to help with your office administration tasks such as Statements of Advice (SOAs), finding lost clients, fee disclosures (FDS and Opt-In) and yearly review letters. Let us help you spend more time developing new business, seeing clients and earning bonuses.
Take it out of the “too hard” basket – and give it to us to do the work!
Paperwork Magic is GROWING!
Are you a paraplanner experienced with Xplan? We are an outsourcing provider looking for talented people who want a great work/life balance working from home, maybe even after the kids are asleep!
Call us or email today for a confidential discussion – 0422 452 337, (07) 3394 8470 or firstname.lastname@example.org, your next great opportunity could be with us!