Testimonials

As a specialised risk & estate practice who takes a Cloud based approach to doing business, we immediately recognised that PP Direct was a terrific fit for our model given they have a similar philosophy.

It’s always a tough decision when deciding whether to construct your statements of advice internally or outsource for cost and quality reasons. What prompted me into action to try PP Direct was the simplicity and efficiency required to utilise their services and reassuringly the quality of work generated in a timely manner.

While our SOAs are relatively simple in comparison to full blown advice, it was important to me that a certain standard of excellence was maintained through outsourcing which in fact has now taken the quality of our advice to another level.

Brigitte and her team worked with us to tailor our advice and create a process that best suited our business rather than a one size fits all approach which was appreciated.

I highly recommend the services of PP Direct which are not only great value but nice people to work with.

Adam Smith
Principal of Succession Matters

 

Thanks so much for your efficient speedy turnaround of our statement of advice work. Really enjoyed working with you over 2013 and look forward to a busy 2014.

I can highly recommend your services.

Tim Farmer
Insurance Specialist
Insurance Champions

 

Brigitte, just a short note to thank yourself, Melanie and others I have dealt with.  The service you provide has always been prompt, efficient and professional.  Feedback by yourself and staff at all times has been invaluable and welcomed.  Please feel free to forward this email to persons who have assisted me and could you thank them personally on behalf.  I would be happy to recommend your service to other Advisers in the future.

Tim Moore
Adviser
Business & Estate Planning Specialists

 

I operate a professional client focused Financial Planning company and to me the advice document is the professional tool we use to explain value to our new and existing clients and is a reflection on our business.

With the assistance of Brigitte at Paraplanning Direct we are able to offer superior advice and complex strategies that are explained in an easy to follow client friendly manner.
Since outsourcing my high-end advice strategies to Brigitte it has enabled me to spend more time face to face with the clients. Brigitte is very driven by delivering quality advice and improving clients’ current scenario and at the same time a “sounding board” for me.

The documents are not “template” rubbish but tailored advice to the specific client.

I have had a number of clients give us compliments on the quality and comprehensive content of the statement of advice and acknowledge the time that has gone in to it.

I thank Brigitte for making us look good in front of our clients and thank her for taking time to help look after my clients.

I have no hesitation in recommending other Planning businesses to use Paraplanning Direct if you are looking to outsource. In my experience, you get what you pay for.

Kevin Sallis, CFP
Principal – Sallis Financial Planning Pty Ltd
Authorised Representative NEO

Paraplanning Direct provide an efficient and valuable service that has made my life as an adviser much simpler. I have always found the service professional and feedback is very constructive. The benefits achieved from using Paraplanning Direct more than outweigh the costs of the service. I highly recommend their services.

Cheryl Neroni CPA, BBus (Accounting) GradDip (Tax)
Financial Adviser
Advanced Wealth Professionals (QLD)