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Attain Reliable Financial Plans for Business with Our Paraplanning Experts

 

Our Paraplanning Staff are here to assist you in taking the next step in financial journeys. With their specialized expertise in retirement planning to investment portfolio analysis, they provide valuable insights and recommendations to help you make good financial decisions for your company. 

hammerjack provides you with top-quality Paraplanning Professionals, tailored to meet your unique business needs

 

Building capacity with capability from fresh graduates to senior accountants, working in your time zone with specialised accounting knowledge and skills for Australia, New Zealand, UK or USA. hammerjacks dedicated 24/7 support and outsourced operating model works with your unique business processes and workflows allowing you to focus on your clients, increase and expand your billable hours while being fully compliant and data secure.

Core Capabilities

  • Client Data Analysis
  • Financial Planning
  • Investment Research and Analysis
  • Retirement Planning
  • Estate Planning Support
  • Insurance Analysis

 

Common Platforms

  • eMoney
  • MoneyGuidePro
  • NaviPlan
  • Microsoft Dynamics 365

  • Tax Planning
  • Cash Flow Analysis
  • Financial Software
  • Report Preparation
  • Financial Modeling and Forecasting
  • Compliance Regulation

 

  • Bloomberg Terminal
  • FactSet
  • Wealthbox
  • And many more…

Want to know all the possibilities?

With onshore based subject matter experts, managers and consultants we have the experience to help guide your firm no matter your requirement or where you are on your journey.

CONTACT

Save. Grow & Transform by expanding your team today

hammerjack provides highly-skilled, specialized staff across a range of industries and teams with our professional recruitment unit able to source top talent for any role you require.

Speak to an expert

No matter if you’re seasoned professional at offshoring staff or just starting out, we’re here to help and find the right solution for your business
A hammerjack solutionist will contact you within 24 hours.
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    But don’t just take our word for it.

    “hammerjack was able to work and support us to show how the technology we already had and were paying for could serve as a truly integrated cloud solution.
    By connecting and streamlining multiple people, work areas and applications, we could bring our workfows, processes, and our remarkable people together in a cohesive way.”
    Paul Kamper – Partner, Kamper Chartered Accountants