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We Provide Financial Advisors With Technical Support To Streamline Their Work

With rules and laws always changing in financial spaces, it’s difficult for financial advisors to stay up to date. This is where technical support can help.

Financial advisors are not expected to be experts across all areas of financial planning as niche areas such as SMSFs or aged care are often complex and isolated aspects of the industry, requiring in in-depth specialist knowledge.

Through our technical support service, you are able to book a time to speak with one of our senior paraplanners to discuss your client’s position as well as potential strategies, including what can and cannot be done.

Often strategy papers and technical support consultations will go hand-in-hand. The technical support consultation is used to discuss available strategies while the strategy paper will illustrate the different outcomes each strategy, or combination of strategies, present.

Benefits of using technical support for financial advisors

  • One Degree Paraplanning provides expert technical support for financial advisors, so you can focus on what you do best – helping your clients reach their financial goals.
  • With our help, you’ll be able to spend more time with your clients and less time dealing with technology issues.
  • We offer fast, reliable service, so you can get back to work as quickly as possible.
  • Our team is comprised of experienced professionals who are dedicated to ensuring your, and your clients’ success.

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