Testimonials

The team at OD are an integral part of my Financial Planning business and have been for over 3 years. I’ve been outsourcing my advice documents for the last 12 years, it was an easy business decision to make as it allowed me more time to be in front of my clients. I’ve used many different Paraplanning services over my time, most have been acceptable but not great. Charles, Jasmine and the crew know me and my business well. Their SOA construction, modelling, research and advice articulation is second to none. With the industry forever changing, having a business partner like OD allows me to be dynamic (all areas of advice), compliant and most importantly gives me back my time which we all know is the most valuable thing of all.

Charles and his team are phenomenal. We rely heavily on them to build a range of both simple and complex formal advice documents. They do so quickly and efficiently with minimal fuss using our templates. I would highly recommend using this service to all planners seeking to outsource this service. We have bene using them for many years now and it has made our lives so much easier