“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