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

75

Practices Partnered With

150

Advisers Assisted
Paraplanning
Review Solutions
Digital Marketing
Paraplanning
Review Solutions
Digital Marketing
What Our Partners Are Saying

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

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

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

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

MELINA PISANIFRONTIER FINANCIAL GROUP

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

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

ALYSIA LAIRDZEBRA TAILORED WEALTH

We have been more than happy with the quality and professionalism with all the articles that have been written and social media posts presented by Planlogic. Thank you once again to your amazing team for the high quality in the level of your work.

VENESSA SEKULOVSKIThe Wealth Quay

You've done it again, Fred! See below, we're in the Top 15 practices in RI!
Well done team, these things don't just happen. It takes teamwork, knowledge, enthusiasm, commitment, patience and of course follow through. On top of that there is the disruption you all have had in your own personal lives with Covid 19. So yes, you are all amazing and have shown a great level of passion in helping our clients to have an awesome experience in dealing with Frontier Financial Group.
On behalf of Steve, Dave and myself - Thank you!

Richard McLeanFrontier Financial Group

We would like to thank you for all the hard work and assistance your team have provided our practice over the last approx. 9 months. Your team have been excellent to work with and have always provided us with high quality documents.

LOGAN HUMPHREYSBridges - Lake Macquarie

I think I love this new process!! This was my first one. Seriously this could be the best thing that has happened in my financial planning life in the last 12 months! Thanks!!

BRAD BACONTownshend Financial Planning
Insights
Transactional Pricing vs Dedicated Resource Models

Planlogic follows a transactional pricing model where advisers are only required to pay for the advice documents that we create for them – but how does this compare to a dedicated resource model?

Does my practice need to partner up?

Is it time for your practice to consider partnering with a specialist provider? Here are a few things to help make the decision.

Preparing your practice to successfully ‘Partner Up’

While partnering with a specialist provider might seem complicated, focusing on a few key aspects at the onset will set a strong foundation and deliver optimal results for your practice.

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 71, 20-40 Meagher Street, Chippendale NSW 2008

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