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Outplan has given me the ability to control my fixed costs in paraplanning while at the same time dramatically improving the quality and timeliness of my advice to clients. This has freed up time which I have been able to spend productively meeting with new and existing clients.

In addition, Outplan provides me with a unique sounding board for strategy determination – there is simply no other way I could have accessed this level of skill and experience at this price. Outplan has consistently exceeded my expectations, not only in terms of the quality of the SoA, but equally importantly in terms of meeting and beating agreed deadlines.

I recommend Outplan to any financial adviser considering outsourcing their paraplanning requirements.

Mark Lewin
CFP, B Bus (Acc), Dip FP, ASIA
Director and Authorised Representative
Avenue Capital Management

Outplan's Office is located at

Level 1, 189 Kent St
Sydney NSW 2000

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