Two ways to start
Book twenty minutes and bring last quarter's volumes — or skip the call and send us one real file to work on, free, for a week. If it turns out you don't need us yet, we'll say so and you'll have your afternoon back.
Tell us a bit about your practice
We reply within one business day. From Australia, from someone who's read it.
What we'll ask you
- What's late at the moment? This tells us whether your bottleneck is paraplanning, admin or the Centrelink work, which changes where we'd suggest starting.
- Who's doing that work now? If it's an adviser, we'll help you put a number on what that time is worth in your practice.
- How many days a week would cover it? Often two or three. If you don't need more than that, we'll say so.
- What does a finished document look like in your practice? Your templates, your licensee's requirements, your review standards, so anything we drafted would come back looking like yours.
Registered office
1/31 Henry Wilson Drive
Capel Sound VIC 3940
Australia
Email
info@pltco.com.au
Email is the fastest way to reach us. We reply within one business day.
Hours
9:00am – 5:30pm AEST/AEDT, Monday to Friday
Delivery offices
Offshore, working Australian business hours
Assessing PLTCo as an outsourced service provider? Email us and we'll send the service agreement, data-handling policy, security controls summary and business continuity plan before any call. We'll also complete your own outsourcing due-diligence questionnaire rather than ask you to accept ours.