Aussie tech firm launches paraplanning software for advisers

Asia | news 30 Aug 23

To facilitate ‘seamless delivery of external paraplanning and administrative services’

‘Selling a business can be a challenging and stressful proposition’

‘There isn’t a single good reason why men should have more money than women, whether that’s in savings, investments or their pension’

But 39% of advisers do not routinely explain the benefits of tax efficiency on investments

‘The time is now for investing in short-dated gilts’

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