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Testimonials

“Blake is a great Paraplanner and during his time working with me produced over 350 complex and bespoke financial plans. Highly recommended.”

Rob Simpson, Managing Director. Simpson Financial Services.

“I’ve used Blake's Paraplanning company on several occasions and will continue to use his services. I've found him very professional, knowledgeable with excellent due diligence. Report writing and cashflow modelling have been great with easy client reading reports.”
Gary Fullbrook, Director. St Anne's Capital.
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