Testimonials

Michael Chettle Financial Planning

We have worked with In Wealth for the last five years and have had nothing but great experiences in this time. The staff are well trained, and their communication is second to none. Additionally, their paraplanners often go above and beyond to ensure that our advice documents are of a high standard.

Michael Chettle
Director, Michael Chettle Financial Planning Pty Ltd

Chelsea Wealth

Our experience with In Wealth has been outstanding. Their team consistently delivers high-quality plans that meet our standards for accuracy and detail.
The turnaround times are impressive, and they never compromise quality for speed. The staff are approachable, professional, and a pleasure to work with. Partnering with In Wealth has added significant value to our planning process, enabling us to serve our clients more effectively.
We highly recommend them for anyone seeking reliable and exceptional paraplanning support.
Rob Weston, Head of Financial Planning & Advice.
Chelsea Wealth

Swinbourne Wealth and Protection

We’ve been using In Wealth for more than 5 years now and have found the entire team to be professional, knowledgeable and a pleasure to deal with.

Unlike some firms, they provide feedback & help on strategies we may have not considered or build out various scenarios. They’re open to tailoring documents to suit my requests, which in turn provides a comprehensive Financial Plan that is personalised to my clients’ individual needs – so a lot more than simple data entry & completing a compliance document.

Their attention to detail, efficiency, and deep industry knowledge makes them a trusted partner in my business.

I highly recommend In Wealth to anyone wanting to outsource their paraplanning function.”

Justin Ayres
Director
Swinbourne Wealth and Protection

The Retirement Advice Centre

I have been outsourcing my SOAs to In Wealth since 2020.

The team at In Wealth endeavours to producing quality advice documents that are compliant and tailored to advisers’ needs.
Maria and her paraplanning team dedicate themselves to support advisers to achieve business efficiency.

The business is based in Australia which makes communications with the paraplanners much easier than offshore providers.

During my 17 years of career as a financial planner, I have worked with numerous individual paraplanners and paraplanning businesses. For me, an effective paraplanning business needs to be professional, experienced, adaptable to industry changes quickly, and reliable. In Wealth has ticked all the boxes for me and I believe that’s why it has been a long-standing business and continues to thrive in a very competitive industry.

I have no hesitation in recommending In Wealth to advisers, advisory practices and Licensees for paraplanning solutions.

Shu-Yi Schulstad
Senior Financial Planner
The Retirement Advice Centre
Authorised Representatives of Millennium 3 Financial Services Pty Ltd

Maximum Wealth Advisers

We have been using In Wealth since 2010. They prepare all of our Statements of Advice and we have found the team to be extremely knowledgeable in all areas of financial planning. They have a robust administration and paraplanning service that makes dealing with them very easy and they are always helpful. The SoAs are of a high standard, compliant and are returned in a timely manner.

In Wealth make the effort to understand how our business works and fit in with our model. We would not hesitate to refer them to planners looking to outsource their SoA production.

Mauro Grossi & Gianni LaScala, Partners.
Maximum Wealth Advisers

Foundation Wealth Advisers

Foundation Wealth Advisers have been using In Wealth for many years to assist in the preparation of Advice documents and modelling when needed. Maria and the team are professional and reliable, and we would recommend them to anyone in need of their services as they will not disappoint.

Stuart Bale B.Comm Dip FP CFP
Principal, Foundation Wealth Advisers

Collective Financial Partners

Exceptional Paraplanning Services by In Wealth
At Collective Financial Partners, we pride ourselves on partnering with the best in the industry, and In Wealth has proven to be an outstanding provider of paraplanning services. Our collaboration with In Wealth has been nothing short of exemplary, and we are thrilled to share our positive experience.
High-Quality Documentation
In Wealth consistently delivers high-quality documents that are both accurate and meticulously detailed. Their commitment to excellence ensures that every piece of documentation meets the highest standards, providing us with the confidence to rely on their work.
Efficient Processes
One of the standout features of In Wealth’s service is their incredibly efficient processes. Their streamlined approach allows us to receive the necessary documentation promptly, which is crucial for maintaining our workflow and meeting our clients’ needs.
Highly Trained Staff
The team at In Wealth is composed of highly trained professionals who bring a wealth of knowledge and expertise to their work. Their deep understanding of the paraplanning field is evident in the quality of the documents they produce and the minimal rework required.
Minimal Rework
Thanks to In Wealth’s attention to detail and dedication to producing flawless documents, we have experienced very little need for rework. This not only saves us valuable time and resources but also enhances our overall efficiency.
A Valued Partner
Overall, In Wealth has been an invaluable partner to our firm. Their exceptional paraplanning services have significantly contributed to our success, and we highly recommend them to any organization seeking top-tier support.

David Woodcock
Director and Financial Planner
Collective Financial Partners