We have been using the services of Outplan for the past 2 years and have found the service to be both reliable and particularly competent. Outplan’s Statements of Advice are produced to a very high standard, are well researched and fully address our client’s needs. Rework of Outplan work is limited, which is pleasing to all staff in our practice.
We have noticed an increase in our practices productivity as client turnaround time has been reduced and the number of new clients we are able to take on has increased.
We have no hesitation in recommending the services of Outplan to any of our Financial Services Colleagues.
Andrew Hungerford
Senior Financial Planner
Axiom Wealth – Bowral
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 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