Competitive Edge

Outplan's competitive edge lies in the factors outlined below:

  • Outplan only hires the most exceptional staff who exhibit an outstanding understanding of technical aspects of superannuation and investment entity structuring. This allows Outplan to address complex issues in the SOA in a clear and concise manner;
  • Outplan’s strength in complex strategy optimisation have made Outplan particularly attractive to advisers and dealer groups that deal predominantly with high net worth clients utilising investment structures of all types;
  • Superior systems (in-house and third party) allowing for improved efficiency and SoA presentation. Through these systems Outplan is consistently able to produce high quality SOAs without forcing clients to adhere to standardised templates;
  • Exceptional client and relationship management skills. This quality appears to be the most lacking in alternative outsource operations.

I have used the services of outplan on a number of occasions over the last 16 months. I have found outplan to be exceptionally professional. The value that their service provides is, in my mind, outstanding to my business.

It allows me to provide a macro strategic directive for a client, and then get the very micro or more technical details worked through meticulously by outplan. That is a great model because it frees up my time to focus on clients rather than 'client position optimisation'.

Josh Wilson
B.Bus (FP) CFP
Morgan Wilson Financial Planning

Outplan's Office is located at

Level 1, 189 Kent St
Sydney NSW 2000

Phone: 1300 789 782
Fax: +61 2 8246 6644

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