Planiam - Getting smart about paraplanning   CONTACT US
Why Outsource Your Statements of Advice (SoA's)
* Reduce your staff costs.
You won’t be paying for: Unutilised staff time, office space, HR, training or downtime.
* Access our services on a “as required basis”.
Use us as you need us. We will quote and work on a project-by-project basis.
* Spend more time building and nurturing your own client relationships.
Your time is important. Spend more time keeping your current clients happy and acquiring new business opportunities.
* Receive your Statements of Advice (SoA's) in 3 days (based on agreed SLA).
We are here to make you look good. We ensure we meet your client timeframes to ensure they are not left waiting.
Spend more time maintaining and growing your client relationships

Click here to get smart about outsourcing your paraplanning