The Parafinity Way
It’s not just what we do, but the way that we do it. Everything you’d expect from a paraplanning partner as well as a whole lot more.
Our Service.
It’s not just what we do, but the way that we do it. Client’s choose us because we combine professionalism, experience and a personable approach. This is the way; the Parafinity Way.
We enjoy the work we do and love to work with like minded individuals and companies that share our passion for excellence.
Onboarding.
We invest the time in comprehensive onboarding, checking we’re a good fit and ensuring we’re prepped for success.
By understanding how you work, your processes and preferences. In doing so, we lay the foundations for a long lasting relationship that’s efficient and effective rather than transactional.
What's included?
Our service covers everything you’d expect from a professional paraplanning team. From annual reviews and suitability reports to product research and IHT calculations, we’re the extension to you and your team.
Sense checking your ideas, developing strategies and offering suggestions and innovative ways to tackle challenges, we’re here to help you progress cases and exceed client expectations.
Our services.
It’s not just what
we do but the way
that we do it