In an ideal world, every planning practice would have their own in-house paraplanning team who were fully trained, 100% productive and committed to a long term career as paraplanners.
Unfortunately, the world is not a perfect place…Plans Plus is a boutique, independently-owned paraplanning and back office support provider who has been assisting financial planning industry professionals meet their Statement of Advice, back-office administration and training needs since 2000.
Our clients include both individual planners/practices and AFS Licensees.
Our client base is geographically diverse and serviced by a network of experienced paraplanners across Australia.
Being a boutique business we are able to tailor our services on a practice-by-practice basis. There is no "one size fits all" attitude when dealing with Plans Plus, as you may encounter when dealing with larger paraplanning firms or Licensee in-house paraplanning teams.
Plans Plus can effectively partner your business in the following areas:
- All areas of practice administration – Plans Plus Back Office
- Limited Scope SoAs – Plans Plus Lite / Plans Plus Premium
- Comprehensive SoAs covering any number of complex scenarios/products – Plans Plus Premium