Planstop | Finance

Planstop

Phone: +61 411 173 566

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Reviews

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• Financial service
• Finance

19.01.2022 "Our business uses the services of planstop on a regular basis. The turn around times are exceptional, the technical analysis fantastic and the clarity of the written documentation is brilliant for clients." Bravien Group

14.01.2022 I have used the services of Planstop for over 7 years and have always been very impressed. Anthea is an experienced paraplanner who has an excellent level of technical knowledge. Her background as a Financial Planner has given her an understanding of what is involved in presenting often complex advice to a client, and her plans are always logical and easy to follow. She is efficient and very helpful, and is particularly strong in preparing holistic plans, which cover all aspects of a client’s advice needs. Her aged care knowledge is also very good, and she specialises in this field. Susan Cooper AgeWise Financial Planning

01.01.2022 "Hi Anthea I'm loving your work with the ROA's, thank you. The level of detail is perfect, especially where we are scoping out or where clients haven't provided full disclosure" Keats Brydon... Finn Financial Planning See more