Our Services
The role of a financial professional is demanding, with never-ending meetings and complex tasks. This is why having a professional team to handle essential services like paraplanning, accounting and bookkeeping, mortgage brokering, NDIS, and recruitment is crucial. The WeKonnect team is here to provide you with such expertise.
Our professionals have extensive experience and in-depth knowledge, and they receive ongoing training to stay current with industry updates. They are proficient in numerous financial platforms, possess excellent communication and problem-solving skills, and are dedicated to getting tasks right the first time.
Benefits
Flexible Arrangements
Flexible Arrangements
We design solutions to meet specific client requirements and offer flexible engagement models. Our resources can be engaged full-time, part-time, or on an Ad-hoc basis.
Reduce Workload
Less time spent doing paperwork means more time spent with clients. Focus on growing your
business and let us do your hard work.
Up to 60% Cost Saving
On average, outsourcing your paraplanning needs financial planners and practices can enjoy a cost
savings of up to 60%, and it will help to achieve practices, growth faster than otherwise wouldn’t
have been possible.
No Lock-in Contracts
Our contracts are simple with no lock-in terms. At wattle tree we committed to offer the highest
level of customer service ensuring that our bindings are happy long-term.
Quality assured
At WeKonnect, we deploy immensely talented professionals to deliver our services. Additionally, all completed tasks are reviewed by our highly experienced supervisors, ensuring top-notch quality and compliance in everything we do.