Our mission statement:
To provide a customer-centric, reliable, unified, quality paraplanning service.
We make outsourcing simple:
NK Consultants is dedicated to ensure that the transition for your practice to outsource to a paraplanning service is simple. We are committed to understanding the financial planning process for your business. Our expertise is paraplanning, so you have the security knowing your new and ongoing client’s advice documents are managed in a professional manner.
Our unified team is experienced, technical professionals. We ensure your paraplanning needs are trusted with qualified, ethical financial paraplanners in a timely manner.
NK Consultants financial paraplanners easily integrate with your existing systems and adapt reports to tailor to your financial planning practice to provide professional, individual, compliant advice documents and reports branded to your practice.
Paraplanning is our expertise:
NK Consultants offers access to experienced and technical professionals with the right solutions to boost your productivity, giving you the opportunity to focus on your core roles to manage and develop long-term relationships with new and existing clients.
We independently manage the process of financial paraplanning with effective solutions for your business. The flexibility of NK Consultants qualified and reliable, on-demand service is complemented by the cost efficiency of outsourcing paraplanning, secure in knowing we excel in support.
NK Consultants provide easy access to the expertise that you require without maintaining in-house employees with ongoing management.
By incorporating NK Consultants as an extension of your financial planning practice, you will be provided with an efficient service developed with integrity and customised to your individual needs.