Find a Friend of Plannr to supercharge your business!

They can work with a free Friend of Plannr licence on your site to assist you with managing your client bank and workload, and you can be confident that they not only understand the needs of your business but also how your systems work.

So if you need assistance with your administration, paraplanning, business development, compliance reporting, income reconciliation, and much more – we know just the people. Take a look at their profiles below and reach out to any of them for an initial no obligation chat. Once you’ve chosen your team and added them as a user to your site, let us know at [email protected] and we’ll be sure to mark their licence as non-billable on your account so you won’t get charged for their login.