Harvard Paraplanning Services
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