As part of our AFSL financial services, National Planning Partners provides robust paraplanning. We serve as the engine room for your team, doing the crucial groundwork and delivering the advisory support necessary to create the best financial plans for every client.
Free up your firm from laborious data analysis, projections and comparisons. Leave the heavy lifting with us to prepare so your team can focus their time and skills elsewhere; where tangible progress can be made.
Together, we will take your firm further.
Strategy papers
Technical support for financial advisors
Product comparisons
Financial modelling
Records of advice
Assisting with the preparation of client documentation, including SoAs.
Providing comparison reports.
Substantial volumes of work at significantly lower prices than local.
