Paraplanning services

Paraplanning services from Harvard Paraplanning Services

By: Harvard Paraplanning Services  09-Jan-2013
Keywords: Contract Paraplanner

We are pleased to welcome you to Harvard Paraplanning Services and to introduce you to the services we can offer you. Our Paraplanning service allows you to focus on building and maintaining client relationships by removing a large part of the compliance and administrative burden you face on a day-to-day basis. In the current climate of uncertainty, clients are expecting you to do more for lower fees. Combined with greater compliance and regulatory controls, it is increasingly difficult to operate a profitable financial planning business. Harvard Paraplanning Services provide you with a cost effective, reliable and efficient service tailored to your needs to enable you to reduce time consuming tasks and free up your time for other important activities. Paraplannning – we have experienced and qualified paraplanners to prepare your Statements of Advice from simple risk only SoAs, superannuation rollovers, wealth creation, gearing to SMSFs, complicated structures and business needs and anything in between. Statements of Advice Research and product comparisons Insurance needs analysis Insurance quotes and comparisons Strategy modelling and projections Animated powerpoint presentations

Keywords: Contract Paraplanner

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09-Jan-2013

Administration support for financial advisers

Our Administration support service allows you to focus on building and maintaining client relationships by removing a large part of