Fleischmann Services

Compliant. Efficient. Reliable.

Services

Statement of Advice

From simple single strategy SOAs to comprehensive, multiple strategy plans

Record of Advice

ROAs that provide clear updates
and adjustments to existing strategies

Modelling

Modelling services from a single scenario through to multiple scenarios

Advantages of outsourced Paraplanning

Cost Efficiency

Outsourced paraplanning allows financial advisors to save on the costs associated with hiring and training in-house staff. By outsourcing, you pay only for the specific tasks and reports needed, avoiding expenses like salaries, benefits and ongoing training.

Expertise

Outsourced paraplanners often have a wealth of experience and specialized knowledge in financial planning software, compliance regulations, and strategy formulation, ensuring that your clients receive the best possible advice.

Time Efficiency

By outsourcing time-consuming paraplanning tasks, advisors can free up more time to focus on client relationships, business development and strategic decision-making. This enables you to grow your practice while ensuring that the technical work is handled efficiently.

Our Process

Step 1: Consultation

Step 2: Onboarding

Step 3: Ready to go

Step 4: Submit

Dianne Fleischmann
Director & Paraplanner

Jeoffrey Woolley
Office Manager & Paraplanner

About Us

At Fleischmann Services, we take a collaborative and strategic approach to paraplanning, ensuring the best outcomes for clients. Our focus is on delivering clear, client-friendly advice documents that effectively articulate the value of your advice.

Our Team

Dianne brings over 15 years of experience in the financial services industry and holds a Master’s in Financial Planning. Her expertise spans to paraplanning, strategy development, and advice technology, helping advisers streamline their processes and enhance client outcomes.

Jeoffrey has over 8 years of financial services experience with a bachelor's degree in Financial Planning and provides support to advisers by assisting with advice document preparation while managing office operations to ensure efficiency and compliance.

Partnering for Your Success

Take the stress out of financial planning and let Fleischmann Services handle the heavy lifting, so you can focus on what matters most—building relationships and helping your clients achieve their financial goals.

Let's work together!

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