Helping Advice Businesses

Scale New Heights

At Planlogic, we design financial planning solutions which simplify the advice process for financial advisers throughout Australia.

We support advisers through tech-enabled delivery models that adhere to compliance requirements and allow advisers to have stronger relationships with their clients.

10000

SOAs Completed

50

Practices Partnered With

150

Advisers Assisted
Paraplanning
Ongoing Reviews
Implementation
Strategy Consulting
Digital Marketing
Paraplanning
Ongoing Reviews
Implementation
Strategy Consulting
Digital Marketing
What Our Partners Are Saying

Thank you so much for your support! You make my role so much easier.

JANELLE KIRKNEWCASTLE FINANCIAL PLANNING GROUP

G’day team,
I just wanted to thank you all for your continued hard work during this strange, trying time.
Yesterday marked the end to a month where we all started working from home but also a month where
you completed the most reviews FFG has ever completed in a single month!
Completing 158 reviews was impressive, but what I really think you should be proud of is that 98% of the
reviews were perfect, no edits needed! Another record.
So here’s a big pat on the back and a COVID-19 compliant handshake on doing an awesome job, when
others may have taken the opportunity to sit back and relax.
Well done.

DANIEL MCLEANFRONTIER FINANCIAL GROUP

At RetireInvest Wide Bay, we made the decision over 5 years ago to outsource our paraplanning to Mark and his team at Planlogic, and we have not looked back. We are treated as a premium client and this is delivered to us through their excellent service and communication standards. This is also clearly evident through the professional, accurate and timely advice documents provided to us. In addition, it has made our back office processes more streamlined and cost effective. We have a great working relationship and are extremely confident with the decision that we made many years ago. From our experience, it is easy to recommend Mark and his team to other financial planning practices.

GENEVIEVE DE SZOEKERI WIDE BAY ~ BUNDABERG, HERVEY BAY, MARYBOROUGHRI ADVICE PLATINUM PRACTICE

Looking back on 2019, you completed 1,286 reviews – an incredible achievement, more than FFG has ever done. We haven’t seen a better review doc yet. Working with you has been an absolute pleasure – you always bring a positive, can-do attitude and are really receptive of any changes or new work that we’ve asked for. We’ve been really impressed with you all.
We’re looking forward to what 2020 has in store, and I’m confident that you guys will always step up to the challenge. Again, thanks for a great year.

DANIEL MCLEANFRONTIER FINANCIAL GROUP

WOW! You guys are doing an amazing job and smashing the managing process of our workflow. Thank you so much!

MELINA PISANIFRONTIER FINANCIAL GROUP

We have had really good quality plans and the SLA delivery has been great. Appreciate you taking the time to improve the service and we look forward to a great 2020 with you and your team.

MATT LEWISRIGHT ADVICE WEALTH MANAGEMENT

This plan was awesome. Thanks so much. All looked amazing. Love you guys!

ALYSIA LAIRDZEBRA TAILORED WEALTH

Incredible turnaround time on this SOA. Well done to you and your team!

MATTHEW CLEMENTSNEWCASTLE EMPOWERED WEALTH

Thank you for all your hard work with this plan, I really appreciate you taking on the feedback, making the changes suggested and reformatting so the SoA presents more professionally and is easier to read.

I really appreciate your co-operation and efficiency. Well done.

ROSIE COPPCENTRAL COAST FINANCIAL PLANNING GROUP

Featured Blogs & Articles

Surviving Recessions

Surviving Recessions & Coming Out on Top

| Management Learnings | No Comments
COVID-19 has made a recession a reality rather than a possibility; with many businesses preparing for tough times ahead. This got us thinking – how will companies weather the storm…
WFH

Working from Home (WFH) and What We Have Learnt

| Management Learnings | No Comments
Friday, 27th March marks the completion of Planlogic’s second week of being a fully remote operation, with our experience – for the most part – being a positive one. The…
Becoming a Level 5 Leader

Becoming a Level 5 Leader

| Management Learnings | No Comments
At Planlogic, our culture of continuous learning means that we are constantly looking at ways to become better managers of our business. In an industry as complex as financial planning,…

Let’s Talk About Growing Your Business.

Getting in touch is easy. Give us a call or send us an email with questions or comments. We would love to hear from you, whether you’re interested in working with our team or pursuing a career with us.

AUSTRALIA

Suite 5, Level 1, 400 Canterbury Road, Surrey Hills, VIC 3127

info@planlogic.com.au

1300 967 840

SRI LANKA

Level 2, 5A, Austin Place,
Colombo 8, Sri Lanka

info@planlogic.com.au

0112 680 032