“Helping Financial Planning practices with their ever increasing administrative and regulatory burdens . . .”

Services

KLM Strategic Solutions was established to help Financial Planning practices with their ever increasing administrative and regulatory burdens. Whether it is paraplanning support, administrative support, or practice development support; KLM Strategic Solutions are here to help. Our aim is to help Financial Planning practices with their administrative and business efficiencies to ensure the practice can remain profitable and, in many ways, increase their profitability.

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Outsourcing your Paraplanning and Administration can help . . .

Outsourcing your Paraplanning can help free up time to do what you do
best, increase your revenue by spending time in front of your clients.

Practice
Development
Services

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KLM
Administrative
Services

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“I am so glad I reached out to Karli. From the initial meeting to discuss my options, I could tell Karli was professional and we would work well together. Without Karli’s services, I would be struggling to keep ahead of my work schedule. From a compliance perspective, I know I am able to now keep my records up to date without any repercussions. I highly recommend Karli to provide you with the professional services you are looking for.”

Mark Hoy – Wollemi Wealth Management

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“Karli’s quick uptake as to what you are trying to achieve for each client presented makes the adviser’s role a whole lot easier. Efficiency and knowledge is a great asset that Karli offers with consistency”

Shane

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I’ve known Karli for many years and was very happy to work closer when the opportunity arose.  Always dedicated to delivering a great service, continuing to finetune the quality of her work to meet our needs and style, and enthusiastic about our mutual success.  I hope to be working with Karli for years to come.

 

Ben McLennan – Prospur Financial