Home – New Forums New here? Share your story New Paraplanning/Financial Services admin business…so pumped!

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  • #995204
    proplans
    Member
    • Total posts: 4
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    Hello from sunny Perth!

    Very excited to finally be taking the plunge in my own business. After 10 years in financial services, with the last 6 years as a financial adviser, I have identified an underserviced market for high quality outsourced Paraplanning and admin support for financial advisers.

    It’s a pretty niche business but given my contacts in the industry I am quietly confident it will be a winner!

    This move is also a very personal one for my whole family as my young son has severe epilepsy and cerebral palsy. I am hoping that working from home will ease some of the mental stress on my wife just by knowing I’m next door rather than a 45 minute commute away!

    This forum has already been a great help to me when researching things like business structures, payment gateways and accounting software so I’m hoping I can get involved more in the future.

    Cheers,

    Jason

    #1200585
    Paul – FS Concierge
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    Hi Jason,

    Lovely first post and a powerful reason to Fly Solo.

    It is great to see that you are niching it down to give yourself a realistic chance of success.

    Good luck.

    #1200586
    Melanie – MJT Law
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    Hi [USER=83931]@proplans[/USER] let us know when you are all set up and how we can help :D.

    #1200587
    Delphic
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    All the best Jason in your endeavour.

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