OUR PROCESS

CONTACT US

To Establish Service Expectations.

UPLOAD DOCUMENTS

Via OneDrive or by Email.

STRATEGIES

Confirmation of Strategies.
Completion Date.
Pricing.

 ADVICE DOCUMENT.

Using preferred Template.
Using Preferred Software.
(AdviserLogic / XPlan)

QUALITY CONTROL

Quality Assurance.
Compliance Check.

JOB COMPLETION

Within Agreed Timeframe.

Interested in getting help from experienced Paraplanners?
Call us today and see what we can do for you.