Fulcrum [ fool-krum, fuhl ] -
the main thing or person needed to support something or to make it work or happen.
About Fulcrum Paraplanning
Supporting advice practices.
At Fulcrum Paraplanning, we support practices by providing high-quality and compliant advice documents ranging from Statement of Advice, Record of Advice, Strategy development and projections modelling.
About me - Alexandra But
Fulcrum Paraplanning’s principal, Alexandra But is known for developing and valuing long-term relationships, with a genuine honest approach.
She has accumulated diverse experiences from working with independent boutiques and ASX listed financial planning practices. She holds a Bachelor of Commerce (majors in Financial Accounting and Corporate Finance) from the University of Western Australia, a Diploma in Financial Planning and is progressing her studies in a Masters of Financial Planning.
She has gained proficiency in developing complex advice documents for strategies including;
Superannuation, investments and pensions
Salary packaging
Trusts, Corporate entities and SMSFs
Gearing and Debt recycling
GESB Gold State and West State
Overseas Transfers - UK Pension, USA IRAs and ROTHs
Centrelink
Aged Care
A bespoke approach
It’s essential for us that our clients get personalised and compliant documents from our team. We will work with you to ensure each document is tailored to your client’s personal goals and objectives, whilst keeping in line with your licensee’s requirements.
Our promise to you
Advice documents are completed locally in Western Australia. We take great care to ensure your data will not be compromised.
We help practices speed up and reduce your administration burden. So you can focus on growing your business and profitability.