Services
Everything you need behind the scenes.
Engage us per case or on a monthly retainer. We adapt to your platforms, your processes and your tone — without the cost of a permanent hire.
Paraplanning
- Suitability reports
- Research & product comparison
- Cashflow modelling
- Technical analysis & projections
New business processing
- Application submission
- Illustrations & quotes
- Chasing providers
- Compliance file build
Ongoing servicing
- LOAs and valuations
- Plan amendments
- Inbox triage
- Provider correspondence
Client reviews
- Annual review packs
- Meeting prep
- Scheduling support
- Post-meeting actions
Investment admin
- Rebalances
- Switches and top-ups
- Withdrawal processing
- Platform housekeeping
Practice support
- Process documentation
- Template building
- Ad-hoc project work
Engagement models
Per case
Fixed fee per report or case type — predictable for both of us, with no minimum commitment.
Monthly retainer
A reserved block of capacity each month with priority turnaround and a single point of contact.