Financial planning industry is highly demanding. As a financial adviser, you need to conduct detailed research, create reports, and provide evidence for each recommendation. These tasks take time and make it difficult to manage multiple clients simultaneously, which, in turn, limits the firm’s capacity for business growth.
Best to get assistance from outsourcing experts. Veda Outsourcing Solution has skilled paraplanners who can start supporting your business from day one without any training.
Financial planning industry is highly demanding and difficult to manage multiple clients, which is why it’s best to get assistance from outsourcing experts. Our team of paraplanners are highly skilled industry experts with extensive regulatory knowledge. They can start assisting you from day one, without any training.
Streamline your business operations and focus on growth with an expert outsourced accounting/bookkeeping partner. We understand that managing a business while simultaneously handling various tasks and responsibilities can be quite challenging.
Our paraplanners are well-trained in using all standard industry software.
Our paraplanners undergo consistent training to stay up to date with the latest practices.
Our turnaround time for statement of advice documents are 5-7 business days.
Our servers are based in Australia to ensure your data remains within the secure borders of Australia.
All advice documents undergo thorough internal quality checks to ensure they meet industry standards before being delivered to you.
In addition to the services mentioned above, we also provide ad-hoc paraplanning requests. Our ad-hoc paraplanning services have no minimum requirements, so you only pay for the services you need. Furthermore, we will provide you with a detailed breakdown of all costs upfront, ensuring that there are no hidden fees or surprises.
Your ad-hoc paraplanning work undergoes our own internal reviews and checks before being sent to you for review. This process ensures levels of accuracy and efficiency.
Contact us today to learn more about how our virtual reception can assist your business.