Wealth Advisor, Financial Services Firm

My business partner and I run our advice business, and for the first nine months, we handled every aspect ourselves from administration to research, paraplanning, and client meetings.

When we reviewed our options for administration and paraplanning support, our compliance management team highly recommended BSG based on feedback from their advisor network.

We engaged BSG and were immediately impressed with the level of service from their management team, and most importantly, from our individual administration and paraplanning team member. This team member was clearly highly trained by BSG to understand Australian legislation and strategy exceptionally well. Their expertise has freed up significant time for us to focus on business development.

BSG also has clear systems and processes in place for technology and cybersecurity, which gives us great peace of mind.

We will continue to build our team through BSG and recommend any advice business to consider them for paraplanning support.