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Posted onNicholas LuceyTrustindex verifies that the original source of the review is Google. Our experience working with Mutual Plans has been extremely positive. Having a specialist group of onshore, experienced and knowledgeable para planners that are experts across various software platforms allows us to focus on more client meetings, engagement and higher volumes of business leading to stronger business growth, shorter times to deliver advice and generally better client outcomes. The team at mutual plans are knowledgeable on ASIC regulatory guides and compliance requirements so you know you're soa is going to be of a high and compliant standard. The response time and availability from each of the para planners we've worked with has been above expectations. We do basic plans in house and Mutual Plans help us deliver more complex advice, but they will also do more simple soas too. If you're looking for excellent quality, reliable and a para planning team you can rely on, I'd strongly recommend giving mutual plans a go. Thank you Mutual Plans! Nick, Nest AdvisoryPosted onpreston fosterTrustindex verifies that the original source of the review is Google. Silvia and the team at Mutual Paraplanning provide exceptional services for Financial Advice firms. I would highly recommend contacting Mutual to discuss the service proposition.Posted onTrevor BattersbyTrustindex verifies that the original source of the review is Google. I have been in the profession for over 25 years and paraplanning has been a constant challenge to get right. Silvia Wade is the ultimate professional and I cannot recommend her and the national team highly enough all their paraplaning is done onshore to mitigate risk and mutual Plans is a group that we’re Proud to be associated with. From all at TPD Claim Support Pty LtdPosted onWill HumeTrustindex verifies that the original source of the review is Google. Fantastic paraplanning service. We have found them professional, supportive, and very easy to deal with. Highly recommend for anyone looking for reliable and responsive support,Posted onEvan HillTrustindex verifies that the original source of the review is Google. Working with Silvia and the team at Mutual Paraplanning Services has been an outstanding experience. Silvia has been incredibly accommodating, ensuring our needs are always met, and the paraplanners have gone above and beyond by taking the time to truly understand our advice process. The result has been consistently high-quality advice documents that align seamlessly with how we operate. This is, without question, the best paraplanning service I have ever used.Posted onDaniel MikhailTrustindex verifies that the original source of the review is Google. We’ve been working with Mutual Plans for the past 7 months and have been thoroughly impressed with the quality of their work. Their Statements of Advice are consistently well-prepared and compliant. The team is professional, responsive, and easy to communicate with. They’ve quickly become a valuable support to our advice process, and we wouldn’t hesitate to recommend them to other financial planning businesses looking for reliable paraplanning support.Posted onNarelle RandallTrustindex verifies that the original source of the review is Google. Silvia and her dedicated team at Mutual Plans have been a delight to work with from the very beginning. Silvia is a friendly, proactive and results orientated business owner and understood our needs to provide a tailored solution. The process to submit SoA requests is simple and the turn around time is reliable. The workflow tool via Podio and the automated emails allows us to track our work in progress without additional touch points. In the early days there were regular emails and teams meetings to provide feedback on our nuances which was taken on board and implemented immediately. The friendly attitude from the Mutual Plans team (Team Leader and paraplanners) meant that nothing was too much trouble and everything that we asked for could be achieved. It is without a doubt that the contribution that Mutual Plans have made to our business has allowed us to achieve success. Thank you for your ongoing support, attention to detail and the friendly prompt way of doing business with our team.Posted onKathy HickeyTrustindex verifies that the original source of the review is Google. Silvia took the time to really understand the requirements of our business before we started working together, this really set the foundation for our successful partnership. We have been extremely impressed with the Mutual Plans team, their structured processes, responsiveness, proactive approach, and attention to detail, all of which ensure high-quality SOA's that meet compliance and advice standards. Deadlines are always met and the communication with the team is exceptional throughout the whole process. The team are also very proficient in complex projections/modelling and multi entity strategies. I would highly recommend Silvia and the Mutual Plans team, they have become a valuable extension of our own Financial Advice team.Posted onMattTrustindex verifies that the original source of the review is Google. Magnificent services in a difficult industry. Well done to all.