Practice support

Following services charged at an hourly rate of $120 + GST:

Business consulting – e.g. review and improve practice’s processes & templates (to save time, money & reduce risk).
Staff training - Xplan, Paraplanning, process.
Assistance to help you meet your compliance obligations. We actively look for any compliance issues when preparing advice documents. We then offer suggestions on simple, effective, best practice solutions.
Assistance regarding technical issues, including related strategies, risks and compliance considerations.
Strategy assistance to help you to formulate appropriate strategies for your client and provide a working basis to meet your best interests duty.