ABOUT US

Enzumo are Australia's largest and most experienced financial services advisory and implementation group. With a team of more than 30 specialists, we help large corporates, dealer groups and financial planners harness the power of technology more effectively.

CONTACT INFO

  • 10 Edmondstone Road, Bowen Hills QLD 4006
  • Within Australia : 1300 72 02 76
  • International : +61 7 3137 9642
  • Email : hello@enzumo.com
  • Support : support@enzumo.com

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Enzumo Paraplanning

Enzumo Paraplanning is our innovative and effective outsourced paraplanning service. Enzumo focuses on producing high-quality, fully integrated, visually appealing Advice Documents on a 'needs only' basis, using XPLAN financial planning software.


Enzumo has the ability to produce Advice Documents within its own XPLAN site or within a practice's XPLAN site. Partnering with Enzumo to prepare your Advice Documents ensures integrity of client data within an XPLAN system, which then provides a full audit trail of data and advice.


Our Solution

Partnering with Enzumo to deliver your paraplanning needs provides the following benefits:

  • A partner that delivers a more reliable and efficient paraplanning solution.
  • A service organisation that has the efficiency of your XPLAN system as its priority.
  • A service organisation that contacts you, makes recommendations and keeps you informed.
  • A partner who really understands the day to day operational needs of financial planning practices.

Want to learn more about our Outsourced Paraplanning service?