Just a quick note to thank you for the work you have done for us so far. We really appreciate you coming back with clarifying questions as it helps us provide a more complete solution for our clients. Joint Ventures likes this work when there is a collaboration between all parties and we really feel that we have this.
It is with utmost confidence that I recommend the services of Super Records. I was hesitant to trust my para-planning requirements to an off-shore company, however, the Super Records team have always responded to every request I have made with professionalism and have delivered superior service in every instance. I would have no hesitation in recommending this organisation for any financial planning firm considering out-sourcing their paraplanning or administrative needs.
I’ve been working with SuperRecords for over a year now, and although my initial experience wasn’t what I hoped for, the team at SuperRecords have managed to turn things around and are supplying me with a dedicated worker who now meets expectations.
SuperRecords have assisted in the production of over 50 statements of advice/records of advice, researched and investigated superannuation and insurance policies for each of these advice documents, and helped me develop my procedures manual.
Looking forward to another successful year with SuperRecords at my back!
We have been using Super Records for 12 months now. While we had a couple of false starts, at no time was anything too hard for the team to help get us to where we need. With some time invested and continual communication, we now have an outstanding staff member who is part of our team. I have been incredibly impressed with the whole team at Super Records and their want to help and continually improve things. I would recommend them without a doubt.
I would like to thank you for all the support on the above plan especially Ryan. He was very corporative and it made it very easy to work with him. All the support provided resulted in helping us win the client.
The adviser was very positive given the very short turnaround time. Really appreciate you giving up your Saturday to complete this.
Thank you for your support. We were most please with your adaptability to our requirements and diligence.
Thank you for completing the SoA around so quickly. I was very happy with the work. Please pass my thanks on to the paraplanner.
Very happy with the Super Records’ services and a dedicated resource allocated to us. He is very proactive and efficient. I am ready to refer you guys to my network.
Very good SoA overall!
I just wanted to send a quick thank you email to say well done for getting this finished yesterday. The plan was perfect, even with the lack of information that you were given for the Trust, Thank you so much.
Thank you for your hard work and I am looking forward to seeing the SoA.
Thanks, this was very good work.
No further changes required, really happy with the quality. Also, great work on the recent SoAs.