Testimonials
![]() | ![]() Karen has understood our business requirements and has assisted our key internal trainer to communicate all new features, wizards and reports to the wider financial planning team. Karen is easy to work with, proactive and has added enormous value to our business to date. Our key xplan super user has enjoyed working with Karen and her colleagues at Specialist PMC and has gained extensive knowledge from them. I would recommend Specialist PMC to any financial planning business using XPLAN. ![]() Date of Posting: 29 August 2017 Posted By: Horizon Wealth Management CA-Financial Planning Specialist, Suite 2006, Level 20, 44 Market Street, Sydney, NSW 2000 www.horizonwealth.com.au |
![]() | ![]() The Specialist PMC team is reliable, responsive and will work within my budget. One thing I like is that they are flexible and will operate around my business needs - not theirs. I know how rare that quality is in business today. I find the experience of this engaging partnership more than satisfactory and their knowledge of XPLAN and financial advice needs is outstanding. I would recommend Specialist PMC to any business that uses the XPLAN system. ![]() Date of Posting: 20 April 2015 Posted By: Summerhill Financial Services Principal. B Comm, Dip FP, FPC, CFP, Level 2, 99 Queen Street, Melbourne, Vic, 3000 www.summerhillfs.com.au |
![]() | ![]() ![]() Date of Posting: 15 April 2015 Posted By: Rose Cobden Compliance Officer, PO Box 438, North Melbourne Vic 3051 www.synchron.net.au |
![]() | ![]() I instantly found Julie and Melissa easy to work with, adaptable and very capable. My initial concerns around starting from scratch with a new process for a part of our business we expanded were soon converted to an appreciation of the in-depth understanding the team have of XPlan and how it would fit our needs. Melissa has been great to partner with, efficient and tolerant of our changes we requested whilst building our phone advice modules. The end result is a custom made facility at an off the shelf price - it has been great value not only in a monetary sense but also in the solutions Melissa has come up with for us. I am glad they were recommended to me, and I would not hesitate to recommend the Specialist PMC team to anyone needing to develop new administrative systems or enhance existing processes. ![]() Date of Posting: 30 May 2014 Posted By: David Southwood CFP® DipFP Manager Financial Planning www.bussq.com.au |