Why Your Financial Advisory Business Needs an Outsourced Paraplanner

Are you a financial advisor looking to free up more time to expand your business and focus on building client relationships?

You are not alone.

72% of financial advisors in Australia do too and they have already discovered the benefits of outsourcing their operations.

Here’s why outsourcing can be your solution too.

Reduced Costs

The salary for an in-house paraplanner in 2024 ranges between $70,000 to $90,000 annually. An additional 10% for employee benefits, followed by rent, hardware, software, and other infrastructure costs can be financially straining, especially when managing a growing client base.

This is where outsourcing comes in.

By partnering with us, you can benefit from a substantial all-inclusive cost reduction of 60-70%.

This means a significant increase in profit for your business and the ability to invest in growth and expansion.

Focus on What Matters Most

Your core competency lies in providing expert financial advice to your clients. Let us handle everything else from routine administrative tasks to SoA and RoA preparation, risk analysis, research calls, compliance assistance, and more.

This frees up your valuable time to build stronger client relationships, develop new business strategies, and deliver exceptional service.

Why Trust Us?

As a subsidiary of the Hirdaramani Group with a century-long legacy, we bring a wealth of experience and stability to the partnership, and we have a proven track record of delivering exceptional service to clients all across Australia.

Australian Expertise: With a deep understanding of Australian finance across all states through years of experience, we seamlessly integrate into your business operations.
Industry-Specific tools: Our proficiency in diverse tools including XPlan, Midwinter, and Advisor Logic ensures efficiency and accuracy.
Security and Compliance: The security of your information is our top priority. We adhere to strict security protocols, including the General Data Protection Regulation (GDPR), Data Protection Acts (DPA), and ISO/IEC 27001:2022 compliance.
Client-First Philosophy: We become an extension of your organization and ensure that your unique needs and objectives are at the heart of everything we do.
Time Zone Advantage: As a seamless extension of you, we align our schedule to yours, working the same calendar and time zone for efficient collaboration.

Ready to experience the H Connect International difference?