Peter Stathis, founder of The Life Insurance Guy, helps financial advisers strengthen their life insurance advice with clear, practical guidance on structuring, reviewing, and managing protection strategies. Advisers who want […]
The Life Insurance Guy Read More »
Future2 is the foundation of the financial services profession. Harnessing the financial services sector’s unique ability to enhance financial literacy, Future2 supports programs that improve financial wellbeing across Australia. Through
Future2 Foundation Read More »
Scale Up Paraplanning is an Australian outsourced back-office service provider that also provides practical, sustainable, and innovative solutions via our Scale Up Practice Solutions team. As a team, we are
Scaleup Paraplanning Read More »
Paradino is an AI-driven platform tailored for financial advisers, designed to streamline the documentation process and enhance client interactions. This is done via automating file notes and meeting summaries with
“Providing premium Paraplanning and Administration support for Financial Advisers.” Alura Financial offers premium onshore Paraplanning and Administrative support, helping practices manage regulatory burdens while boosting efficiency and profitability. Our
Alura Financial Pty Ltd Read More »
We thoroughly understand the insurance sales process and have designed a team, process and support systems that reduce time to send results to the insurer. We have an efficient team
**Compliant File Notes in 2 Mins, Not 20** Claras AI automates time-consuming file notes, freeing you to focus on your clients. Generate high-quality, compliant, Xplan-ready filenotes and draft client-ready emails
Melbourne-based CDM Solutions has been operating on a commercial basis for advice practices since August 2022 following an extensive pilot phase over the last eight years during which all elements
TPD Claim Support for Advisers and Clients This service provides specialist support for Total and Permanent Disability insurance claims, working alongside risk advisers, licensees, and clients to navigate insurer requirements,
