Frequently Asked Questions
Q:Are your paraplanner's RG146
complient?
A: Yes. We aim to ensure that Paraplanners have at least the Diploma
of Financial Planning.
Q: What happens if a plan needs to be
re-worked?
A: Generally, if we can prepare the changes quickly, then there is
not normally an additional cost. However, we may charge an
additional fee if the re-work takes longer than 15 minutes.
Additional Resources