Julie and Melissa's understanding and diligence has dramatically improved our business efficiency, consistency of service delivery, and consequently the scalability of our advice solutions.
Uniquely in our experience, Specialist PMC started by listening to our specific requirements, objectives and philosophies, and tailor-made solutions to suit our particular needs.
Date of Posting: 06 February 2014
Posted By: Alex Morris
Director & Authorised Representative, Suite T105, 506 Miller Street, Cammeray NSW 2062
Thanks Julie for the great work you and your team at Specialist PMC have been doing for HJB over the past 6 months. We are particular happy with the Xplan support you have provided us since May 2013, in implementing best practice solutions for us with respect to our Xplan administration, development, customisation and seamlessly managing our Xplan upgrade.
We feel that Specialist PMC is a great fit for our business. We really respect and appreciate the specialist expertise you have developed in managing Xplan.
Date of Posting: 13 August 2013
Posted By: Catherine Hartley
Chief Executive Officer, Fortitude Valley QLD 4006
Sourcing quality administration support was becoming quite difficult until Specialist PMC was referred to me. My initial expectations were to have somebody take the burden of my Financial Planning/Insurance administration off my hands so I didn’t have to think about it and could focus on spending time with clients.
My expectations have been exceeded however due to the fact that all those tasks have been completed in a timely fashion by the team at Specialist PMC. There have also been suggestions to help maximise the benefits of my current software solution so that I have to spend as little time possible thinking about my most hated task, Admin!
Date of Posting: 13 May 2013
Posted By: Adam Stewart
Financial Planner, Suite 7, 191 Margaret St Toowoomba Q 4350
I would like to thank Julie and her team at Specialist PMC for the great work they have done in assisting my business to establish a customised AdviserLogic program which will provide our business with leading-edge service capabilities for our clients in this ever-changing financial planning world. This customisation will help us to improve our service standards and also assist in reducing costs.
It has been a pleasure dealing with Julie and her team and the professionalism that has been afforded us has been absolutely fantastic and I look forward to dealing with this company a great deal into the future. I would highly recommend this company to assist your business become a modern and up-to-date financial planning practice.
Date of Posting: 10 February 2013
Posted By: Greg Lanyon
Financial Services, 17-19 Rogers Street STANTHORPE QLD 4380