Record Of Advice Preparation
We all know how time consuming the record of Advice Preparation can be. Our experience paraplanners dealt with cases involved hundreds of portfolios. So, we can help you to make it quicker and more cost-efficient. Most importantly compliant.
Flexible Arrangements
We design solutions to meet specific client requirements and offer flexible engagement models. Our resources can be engaged full-time, part-time, or on an Ad-hoc basis.
Reduce Workload
Less time spent doing paperwork means more time spent with clients. Focus on growing your
business and let us do your hard work.
Up to 60% Cost Saving
On average, outsourcing your paraplanning needs financial planners and practices can enjoy a cost
savings of up to 60%, and it will help to achieve practices, growth faster than otherwise wouldn’t
have been possible.
No Lock-in Contracts
Our contracts are simple with no lock-in terms. At wattle tree we committed to offer the highest
level of customer service ensuring that our bindings are happy long-term.
Quality assured
All of our SOAs are completed by an experienced paraplanners and are reviewed by a senior
Paraplanner, Ensuring the quality and compliance in our services.
About Us
we understand that as owners of your Financial Planning practice, you ideally want to work on your business that gives you more return for your investment. So we are here to help planners and practices to increase the productivity, reduce workload and improve your processes to help achieve higher return for your time and investment.
