Our supporting cast

We couldn’t do it all on our own. We’re fortunate to have a great support structure, to keep the business running smoothly.

Admin team

From plan submission to making sure policies are underwritten and issued, and keeping all records up to date, our admin team keep things ticking along nicely.

Paraplanning team

They work with the advisers to create client proposals, and take care of the detailed paperwork – so the i’s are dotted, and the t’s crossed.