What makes a good paraplanner?


At a recent Business Network International (BNI) chapter meeting, the MutualPlans team had the privilege to share some insights on what sets us apart from other paraplanners. Here’s a snapshot of our presentation:

Onshore Expertise: One key advantage that we have lies in our onshore team. Why does this matter? Because it ensures speed, seamless communication, and most importantly, in-depth knowledge of the Australian financial market. It means that we can approach our clients as strategic partners, rather than just a service provider.

Toolbox Mastery: We don’t settle for mediocrity. Our team is well-versed in five different financial planning tools. This breadth of knowledge allows us to offer a broader coverage of the market, tailoring solutions to your unique needs.

Process-Driven Excellence: Compliance isn’t just a checkbox for us; it’s in our DNA. Our rigorous internal process includes thorough compliance checks. Why? Because your financial well-being deserves nothing less than excellence.

Adviser Allies: Financial strategies can be as intricate as a spider’s web. That’s where we come in. We help and empower advisers to tackle and formulate even the most complicated strategies.

Connect with us to explore how MutualPlans can transform your financial journey!