Harvard Paraplanning Services

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Harvard Paraplanning Services
Category: Administrative & Specialty Services

Key contact details for Harvard Paraplanning Services
Phone
02 6699 2155
Email
Email business
Website
www.harvardparaplanning.com.au
Opening Hours
Monday - Wednesday: 09:00 - 19:00
Thursday - Friday: 09:00 - 17:00
Saturday - Sunday: Closed
Address
Coffs Harbour NSW, 2450
 

Secretarial Services

Virtual Assistance

Administrator


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Business profile

Welcome to Harvard Paraplanning Services - providing specialist paraplanning and office support services for financial advisers. With some of the most experienced and innovative paraplanners and support staff available, we can help you with any of your paraplanning and office support needs. Are you busy? Do you have a heap of completed fact finds and can't find the time to go through them in detail and analyse them. We offer a full service from research and investigation, needs analysis to strategy design, preparation of the Statement of Advice to all other aspects of your office needs. Why not try our powerpoint presentations to go with your SoAs? The feedback we have from advisers currently using our powerpoint presentations is that 100% of clients are prepared to go ahead with all aspects of the plan upon presentation. Why not give us a call and experience our service for yourself?

  • Business profile

    Welcome to Harvard Paraplanning Services - providing specialist paraplanning and office support services for financial advisers. With some of the most experienced and innovative paraplanners and support staff available, we can help you with any of your paraplanning and office support needs. Are you busy? Do you have a heap of completed fact finds and can't find the time to go through them in detail and analyse them. We offer a full service from research and investigation, needs analysis to strategy design, preparation of the Statement of Advice to all other aspects of your office needs. Why not try our powerpoint presentations to go with your SoAs? The feedback we have from advisers currently using our powerpoint presentations is that 100% of clients are prepared to go ahead with all aspects of the plan upon presentation. Why not give us a call and experience our service for yourself?

Harvard Paraplanning Services's Keywords

Secretarial Services | Virtual Assistance | Administrator | Word Processing | Personal Assistant | Data Entry | Office Support | Typing Service | Database Management | Admin Assistant | Powerpoint Presentations | Administration Services | Office Assistant | Virtual Office Assistant | Office Admin | Home Based Secretary | Paraplanning | Outsourced Paraplanning | Contract Paraplanning

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