Outsourcing

What are your options for Paraplanning?

1. Employ a Full Time Paraplanner.
2. Utilise a Dealer Group centralised service.
3. Write the Statement of Advice yourself.
4. Utilise a specialised outsourced paraplanning group.

Why should you outsource your Paraplanning to Wealth Leaders?

1. You pay for only the plans we write.  No salary, sick days, annual leave, employee benefits or employment agency fees.
2. We can customise each plan to the Client’s individual needs and style of presentation.
3. It frees up the adviser's time to be in front of more clients. Adviser's can often get consumed in technical details when their time is best spent servicing the clients.