It’s not rocket science. You are a financial professional. Your primary purpose is to provide quality financial advice and to build and maintain solid and long-lasting relationships with your clients. Your aim is to be front of mind, for your clients to trust you to understand their financial goals and for them to become champions of your brand. At Orbit Paraplanning we understand that your time is valuable, that you want to be able to do what you love most and know best: seeing your clients and helping them achieve their financial goals.
Outsourcing paraplanning services has been a much-discussed topic. Many see the benefits but refrain from it as paraplanning businesses typically only offer to create the final advice document. The financial planner and support staff still need to conduct the research and ensure the documentation held on file is compliant. This can lead to double-handling, longer turnaround times, and financial planners spending more time on administrative tasks and moving away from their primary purpose.
Orbit Paraplanning aims to bridge that gap. What we offer has all the benefits and dynamics of an in-house paraplanner and support staff, only without the direct and indirect costs associated with employing someone.
What about team culture? Well, we are financial professionals just like you. What works for you, works for us. We ultimately benefit from the same goal – helping your clients achieve their financial goals. Ours will be a committed relationship, just without the fuss. Ongoing phone and email contact, regular Skype meetings as well as face-to-face visits, will help ensure it stays that way.
With us in your Orbit, the sky’s not the limit!
Company Details
- Founded
- -
- Address
- Suite 203, Level 2, 117 Old Pittwater Road, Brookvale,nsw 2100,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://orbitparaplanning.com.au
- Keywords
- Brookvale.
- HQ
- Brookvale, NSW
Orbit Paraplanning Questions
Orbit Paraplanning's website is http://orbitparaplanning.com.au
Orbit Paraplanning's LinkedIn profile is https://au.linkedin.com/company/orbit-paraplanning
Orbit Paraplanning's industry is
Financial Services
Orbit Paraplanning's top competitors are
Minchin Moore Private Wealth Advisers,
Fareharbor,
Ig3 Education Ltd.
Orbit Paraplanning's categories are Financial Services
Orbit Paraplanning's founding year is 2017
