Providing technical support for your planner to ensure you get the best results possible

Your paraplanning team

Our paraplanners are a team of dedicated individuals who support each client’s case by managing any research, analysis, and recommendations on behalf of your planner. This enables your planner to spend as much time as possible with you, forming a greater understanding of your unique situation, needs and ambitions.

Although some paraplanners will work exclusively with a particular planner, the real benefit of our team is that they are able to move around based on client need at any given time. The adaptability and versatility of their technical excellence means that we can always ensure that you have the right people working for you.

  • Client support team 
  • Paraplanners 
  • Investment experts 
  • Tax, trust and succession specialists 
  • Financial planner 
  • You