Many of you are probably wondering how I came up with the name Prudent Paraplanning when establishing the business. When first joining the industry as it was then known, I had set my sights on being an adviser, but realised very quickly that my interests, skillsets, in research analysis and problem solving felt like the right fit for Paraplanning. For me, it was easy, Paraplanning is something I am extremely passionate about. Naturally I wanted the business to be an extension of my principles and general outlook as someone who is steady, safe and cautious.
In this day and age, with the landscape of financial planning and advice profession changing at an unmatched pace, quality outsourced paraplanning is a must, especially when taking your proposition to the next level and adding value to not only your business but your client.
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