Valued Partners

Strategic Alliances that add value to your business & Clients

The very core of our value proposition to you exists around the premise that advisers need to provide appropriate advice to their clients. To enable advisers to fulfil this objective and therefore satisfy their clients needs over the longer term, Practeq Solutions continually searches for companies that provide services that will enhance the quality of advice and the relationship between client and adviser.

Here are a selection of resources that can add value to your financial planning firm.

• Paragem Partners
  
  Paragem partners enables dealers and financial planners to reduce the risk, improve your efficiency, re-structure your costs and increase your revenue. Find out more today.
• Headspace Pty Ltd
  
  Headspace provides a service and financial planners who service high net worth clients enabling advisors to improve their communication and relationships with their clients.
• Insight Reports
  
  Insigh reports is able to offer a complete investment portfolio reporting service providing a perfect solution for financial planners, accountants, SMSF administrators and stock brokers.
• Shareplanner
  
  Shareplanner is a sophisticated web-based platform that provides tailored solutions for including their direct share portfolio and Statement of Advice (SOA) for financial advisor's clients.

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