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.

7000

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

At Horizons Wealth we have exclusively used Planlogic for all our paraplanning needs since their inception. The Planlogic team have consistently delivered high quality, compliant advice documents and back office administration support in a prompt and professional manner. Having worked with other services we have come to value and appreciate Planlogic's personal approach, their attention to detail and can do attitude. It is with pleasure that we have the opportunity to recommend the services of Planlogic.

MATTHEW DUNSTONECHIEF OPERATING OFFICER | HORIZONS WEALTH | RI ADVICE PRACTICE OF THE YEAR 2015 | RI ADVICE PLATINUM PRACTICE

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 SZOEKEPROPRIETOR / AUTHORISED REPRESENTATIVE | RI WIDE BAY ~ BUNDABERG, HERVEY BAY, MARYBOROUGH
RI ADVICE PLATINUM PRACTICE

After trying a number of paraplanning services I found Planlogic's work to be highly professional. They were able to manage more sophisticated and complex clients paraplanning needs.

PETER JACOBMANAGING DIRECTOR | ALPHINGTON PRIVATE WEALTH | AON MEMBER PRACTICE OF THE YEAR 2015

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