Essential Skills For Modern Paraplanners
As financial advisers look to scale up their operations and run with a maximum of efficiency, the role of a paraplanner is more crucial than ever. Partnering with the right professional paraplanner team frees up your advisers to interact with more clients, and delivers flawless accuracy with faster delivery times. To do their job well,…
Read MoreWhat 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…
Read MoreOnshore vs. Offshore Paraplanning: Which is Right for your Firm?
As the founder of onshore paraplanning firm Mutual Paraplanning Services (MutualPlans), I’ve received several inquiries from advisers about outsourcing offshore vs. onshore—particularly as paraplanning becomes more challenging due to the current labour shortage. Which is best? As with most things, it depends! This blog breaks down some pros and cons based on my own observations…
Read MoreAdvisers Still Recognize the Benefits of Gearing
Is Geared Share Investing Picking Up? Following the GFC, many advisers held back on giving gearing advice, with widely publicized failures of leveraged investors and products. However, in recent times, clients themselves are increasingly prompting their advisers to use gearing products. According to Anglicare Australia’s 2023 report, tax concessions are contributing to the popularity of…
Read MoreViewing Retirement Planning as More than Money
According to the recent ‘New Life Old Life’ report by Fidelity International, four in five pre-retirees either currently receive financial advice, have received advice, or would like to receive advice. Financial advice yields both tangible and intangible benefits, and can enhance well-being in retirement. We have some data and insights that may help financial planners…
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