Paperwork Magic

Today is Equal Pay Day - something I am passionate about. The cornerstones of my business are; equal pay, work/life balance and trust.
Did you know that most women have to work an additional 50 days a year to make the same as a man in the same role? It's shameful. You do the work, you should be paid the same.

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Had a PD day with Sequoia, one of the most important takeaways was how to identify which prospects value their insurance. Like to know more, please reach out.

We're passionate about giving back :-)

IWD high tea at Victoria Park, with Rachel Elverson, celebrating and supporting women.
The charity, Forgotten Women was today’s beneficiary from the raffle.

Outsourcing admin is a simple time and money question;
1. What’s your time worth
2. How long does it take you to write an SOA/ROA
When your time’s worth $250 an hour (or more) and it takes you 20 hours to write a complex SOA, you burn five thousand dollars and 20 hours of your time that you’ll never get back. Ever.
Time for you to;
a) connect with people you love
b) care for yourself
c) pursue interests
d) grow your business
How many more clients could you see in 20 hours?
Seeing 1 more client in 20 hours means you will make twice as much money, seeing 2 could triple your income. With time left over to do a, b and c. And more money to enjoy it.
Simple as that.

A pleasant afternoon listening to Shivani, at the AFA Spring Luncheon. Lovely to catch up with friends in fin services

How are your CPD points, need to complete a bit more education? The AFA is holding a Roadshow starting in Perth and finishing in Melbourne on 2 June if you like to network and see others while learning. If you prefer virtual, XY Adviser are holding an all Licensee PD Day on June 3rd including 10 CPD points on offer. Mark Stubbings is bringing donuts to the AFA event 😍😍

There’s an important day coming up tomorrow, it’s International Women’s Day. I have always loved Mother’s day and let’s face it, we all have Mums. International Women’s Day celebrates all women, I hope you will take a moment to recognise and appreciate the contributions of all the women in your life. Here are a few of the women that are in mine :-)

The flooding has been unbelievable here in QLD, this is a shot of Lyanna's home yesterday, as her family moved to higher ground for safety. The rain has moved south, please stay safe and evacuate if you live in low-lying areas.

My last 2 rolls were lonely so today I found a unicorn to keep them company, the last one on the shelf this morning. The name says it all. Confidence. Yep, sanitation and sanity,

Happy New Year, I hope you had a good break and are looking forward to a less troubled 2022, I certainly am. For everyone out there who's waiting for their test results in isolation or have been confirmed as positive, I'd like to say thank you for doing your best to protect the people you love and the wider population.

The increase in Covid across the broader community has impacted us here at PWM, with 1 confirmed case and another suspected case. Working from home has its advantages until you need to hunt and gather groceries or try and find a roll of toilet paper.

In testing times like this when being in isolation can affect your mental health please remember you are not alone and this is just for now, not for forever. We are here for you, reach out for a chat anytime. To our clients, supporters and friends, thank you for helping us help you to meet your expectations. We appreciate your patience with our team if your "person" does fall ill and we need another of the cheerful Aussies here at PWM to pick up the work so you aren’t left hanging.

We had a fabulous picnic in Captain Burke Park on the banks of the Brisbane River at Kangaroo Point on Saturday. This was the annual Xmas gathering, my favourite day of the year when we get together and celebrate. There's something in the water with 3 babies born within a month of each other. There are a few team members missing, living interstate. A BIG Thank you to Vintage Picnics for setting up the tables and chairs, supplying the ice and making everything so easy.

WOW! I held an Olympic medal and met two swimming champions, Jack MacLaughlin and Mitch Larkin, what a privilege. So Grateful to Trilogy Funds for sponsoring these two to speak at the AFA Christmas party, and these two for being so generous with their time.

WFH has its benefits, like being able to whip up a fresh batch of banana pecan muffins for breakfast, plus having enough time to enjoy one with a long black before my ten second commute into the office. Muffins anyone?

Catching up with a few friends at the AFA Awards last week, a magical night

Catching up with Shannon Victor from Praemium over a cuppa

Robo advice has become a buzzword in the Advice space. As one of the services Paperwork Magic provides is paraplanning, Robo advice has caused a bit of discomfort for the people here who support real life human financial planners. Understandably, they are concerned whether this trend is a threat and from what I have seen, the answer is an emphatic “no”. To read the full blog, here's the link; https://www.paperworkmagic.com.au/robo-advice-vs-real-financial-advice/

Felix keeping me company in the office, he gets the comfy chair

WFH has its advantages, like fresh mint from the garden added to an afternoon cuppa. Living the dream, one cup at a time.

Looking for a new paraplanning role that allows you to realise the dream of a Work/Life balance? Let's chat, PWM is growing and we're looking to expand the team.

We're very excited here at Paperwork Magic today as we're launching our new website and we invite you to take a look at www.paperworkmagic.com.au
Of course, if you require assistance with paraplanning, client
administration or business consulting to improve automation and threads, please complete the request form on our new website or give us a call.

Some of the team went barefoot bowling on Friday afternoon at Broadbeach bowls club, in support of the AFA on the Gold Coast. Thanks to Karen Raine, Kaitlyn Smith and Tim Reid for rocking up.

Businesses who are looking to outsource may be doing so purely on the basis of benefiting from the cost savings that can be achieved by not having fixed overheads for staffing.
If you’re currently considering or now using an outsourced paraplanning service there are ways to ensure that an outsourcing arrangement works most effectively for your business.
Start by working out the level of support that’s right for you. It may be part-time, full time or having someone help with the overflow at peak periods.
Have questions? Please reach out to learn more about how we can help you.