“If you are after paraplanning service provider that is onshore, well priced,  switched on and in the advice business with you, I highly recommend Future Paraplanning.”

WiZDOM Advisory has been using the services of Sam and the team at Future Paraplanning for several months now.

The quality of work,  the turnaround time and the ease of working with the team has surpassed even our high expectations.

The coloration, communication and the care for our business and our clients makes us feel as though we have a team working with us just not in our office.

The value that outsourcing your paraplanning to a provider that specialises in this complex area cannot be fully understood until you experience it.

If you are after paraplanning service provider that is onshore, well priced,  switched on and in the advice business with you, I highly recommend Future Paraplanning.

Diane Wilkinson,  WiZDOM

“The Team are not afraid to analyze our strategies and make suggestions or point out areas that need refining or further thought”

We met Sam in 2018 at a period where our industry was facing a lot of media attention, upheaval and change. The timing couldn’t have been more perfect, given that our Paraplanner at the time had given us 6 months’ notice as they were exiting the industry.

We gave Sam the opportunity to do a test run with two Statements of Advice – needless to say, we haven’t looked back and all future advice documents have since been sent to Future Paraplanning.

We spent some time together refining the process, so that it is standardized and streamlined for each of our advisers and this is working very well.

The Team are not afraid to analyze our strategies and make suggestions or point out areas that need refining or further thought.  

The turnaround times are great and, at times where there are urgent cases, they are only too accommodating in getting these completed and back in a very timely manner.

I wouldn’t hesitate in recommending the services of Future Paraplanning to other Advisers in the industry, based on the great experience that we have had.

Jennifer Goldsworthy,  Goldsworthy Investments – Brisbane

“The quality of their advice documents is excellent, the attention to detail is superb and the modelling always puts a smile on our clients’ faces”

We have worked with the Team from Future Paraplanning for the best part of a year and have found their services to be outstanding. The quality of their advice documents is excellent, the attention to detail is superb and the modelling always puts a smile on our clients’ faces.

The Team are always available to answer any questions you may have, and their quick turnaround times allows us to move forward with the advice, so we can implement in a timely fashion and place the client in a better position.

Joshua Pirie,  Coral Horizon Finance – Perth