Level Up Financial Services
An Australia-based quality paraplanning service.
Comprehensive and compliant paraplanning customised to your needs.
Whether you have capacity overflow, lack the in-house resources, or just need a quick and time-critical turnaround....partner with LUFS.
Outsourced paraplanning, in-house connection.
Level Up Financial Services' mission is just that: to level up your advice business via a trusted partnership. You focus on your client relationships, and LUFS will focus on supporting you with strategy development, financial modelling and compliant advice.
It's a partnership built on trust, shared experience and the satisfaction of delivering the best to your clients.
You can scale the level of partnership, from ad hoc, once-off, to ongoing and regular support. The beauty of outsourcing is that our partnership isn't constrained by the usual weekday schedule or hours. And I'm local too (that is, Australia-based!).
LUFS offers very competitive pricing - just because a plan is for an SMSF, with gearing, shouldn't mean an additional premium. LUFS' paraplanning experience means that this should be about as time consuming as a more comprehensive rollover and contributions plan - just with the additional stress modelling.
NO BIG DEAL!
LUFS has Cyber and Professional Indemnity insurance cover in place.
Level Up Financial Services
since 2018
ABN 47 433 909 573
About me
I've been a paraplanner since 2011, having worked with boutique firms and large financial companies, and am comfortable with complex strategies including entities such as SMSFs, Trusts and Companies. I've also worked extensively with an outsource paraplanning business and are therefore comfortable with multiple templates and processes.
Positive, reciprocal adviser / paraplanner relationships that create great outcomes for clients are a must, and I will therefore work with advisers to understand the what/why and how of a strategy and advice.
Kris - Founder and Paraplanner (Level Up Financial Services)
Level Up Financial Services - Local, Australian outsourced paraplanning
ABN 47 433 909 573