BT Paraplanning and the BT Financial Advice business has enjoyed a great working relationship with the team at In Wealth Financial Services for the past 8 years.
During this time we have seen an enormous amount of change – not only within our industry but within our own business. Each time another test is put before Maria and her brilliant team of Paraplanners they rise to the challenge and never disappoint.
Our business has incredibly high standards and expectations for our business partners, and we are only too proud to say that we are affiliated with such a professional outfit. Here’s to many more successful years working together.
Felicity Brasher DFS (FP),
Paraplanning Operations Manager (Victoria).
BT Financial Group
People’s Choice Credit Union Financial Planning has engaged In Wealth Financial Services as an overflow paraplanning solution during periods of high volume, which has enabled the business to sustain high levels of productivity, while maintaining service delivery standards to our Members and Planners.
Our experience with In Wealth has been entirely positive and we have found them to be a reliable and flexible paraplanning service through the delivery of Statements of Advice. Although we do not share the same software systems, In Wealth have managed to be compatible with our processes which has contributed to consistent and predictable outcomes for a large volume of SoA’s across numerous financial planning strategies and products.
Maria’s engaging team of paraplanners and administrators are a delight to work with and through this engagement, working closely with our Planners, In Wealth have delivered high quality SoA’s on a consistent basis.
Brant Weir BFin, MAppFin, CFP. Paraplanning Manager.
People’s Choice Credit Union
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
Outsourcing my paraplanning requirements to In Wealth Financial Services has been invaluable to my business growth and production.
I have utilised the paraplanning service to assist with the preparation of my SOA’s and advice documents. The exceptional service offered by Maria and her team has enabled me to offer superior compliant advice in an expedient manner. All advice is prepared to the highest quality, within restricted timeframes and at an affordable contracted price. Having employed this service for over 7 years, I have seen the growth of In Wealth Financial Services due to Maria’s fastidious attention to detail and pride that the entire team have for their work.
I have no hesitation in recommending In Wealth Financial Services.
Reg Stenhouse, Authorised Representative/Director.
Elders Financial Planning Toowoomba QLD
In Wealth Financial Services have been providing our Business with a professional paraplanning service since 2013
They provide an excellent service in a timely manor and the paraplanners are a pleasure to deal with. Director Maria Mercieca, keeps regular contact with myself and seeks constant feedback to ensure the business is consistently providing superior service.
Pierre Ong, CFP® Dip FP, Head of Wealth Management.
We have been using the services of In Wealth for a number of years now and have found them to be extremely helpful, flexible and reliable.
The paraplanners assigned to us are highly professional and work closely with us to ensure that we receive a compliant document that accommodates our office style guide.
We would have no hesitation in recommending In Wealth to advisers seeking to outsource their paraplanning.
David Foord, CERTIFIED FINANCIAL PLANNER® professional.
ShineWing Australia Wealth Pty Ltd
We have found the entire team at In Wealth to be reliable, dependable and a pleasure to deal with.
They are open to tailoring documents to suit our requests, which in turn provide a comprehensive Financial Plan that is personalised to our clients individual needs.
Emma Roache, Financial Planner.
Silvan Ridge Financial Services