paraplanningsupportservices

AdviserLink’s paraplanningsupportservice helps advisers spend more time with their clients by outsourcing the back-office functions, including:

1. Setting-up templates documents to help you get up and running quickly;
2. Maintaining a library of templates that AdviserLink will keep up to date as industry standards change and develop; and
3. Writing plans on an overflow or full-time contract basis.

All you need to do is provide us with a completed Fact Find, supporting documents, strategy description, Client Service agreement and Quotes. We will then prepare a statement of advice or discussion/strategy paper in the agreed time.

To arrange a demonstration, please call AdviserLink on 0800 932 567 or email us at training@adviserlink.co.nz

Download the Adviser Support Services brochure