Testimonials
What our clients say about us ...
Like many financial planners, our practice has found it necessary to utilise
the services of an external paraplanner to assist with the production of our
Statements of Advice.
We had been looking for a service which could integrate easily with our
internal processes, and the expectations of our Financial Planners. "In Practice
Solutions" (Megan Thomson) provide these qualities where a number of others
hadn't.
From our experiences, we find "In Practice Solutions" a great business
partner. "In Practice Solutions" have shown a strong technical background, quick
turnaround times, and the ability to communicate well with Financial Planners
and internal paraplanning department. In addition, we have found an eagerness to
adapt to our preferences regarding the way a Statement of Advice is required to
flow.
It has now been over six months since our association with "In Practice
Solutions" commenced and we look forward to a long and mutually rewarding
business relationship with them.
Helen Wratten, ADFS (Financial Planning)
COOPER & WRATTEN FINANCIAL SERVICES
Authorised Representatives of AMP Financial Planning Pty Limited
InPractice provides a paraplanning service which Financial Services Network
have been utilizing for some time now. When working with Megan she is both
personal and professional and is always willing to keep polishing a plan to
whatever level of expectations are required.
Megan takes the worry out of the legislative requirements within the
Statement of Advice by always keeping up to date with the newest changes.
InPractice are always energetic and have a nothing is too hard attitude.
Megan is efficient when working with vetting amendments and provides an
excellent service here, which helps our business place more of our focus on the
client.
Turn around times for Statement of Advices are exceptional & our company has
become more profitable since implementing such a smooth process. Good
communication and quality are key to producing a valuable statement of Advice,
which is why we will continue our professional working relationship with
InPractice as these things have been transparent from the start.
The level of service InPractice provides will be the milestone by which both
our practice will continue to succeed.
Shaun Hedt, ADFS.Dip.FP.
FINANCIAL SERVICES NETWORK
Authorised Representative for AMP Financial Planning Pty Limited |
