Your Plan Solution Revenue

Financial Services • Cairns, Queensland, Australia • 1-10 Employees

Your Plan Solution revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Your Plan Solution

Nicole Ziegelbauer

Paraplanner (Owner)

Company overview

Headquarters	Cairns, Queensland, Australia
NAICS	52
Keywords	Compliance, Paraplanning, Cfs Firstchoice Products, Xplan Software
Founded	2020
Employees	1-10

About Your Plan Solution

I am a sole Paraplanner who provides professional, quality and compliant Paraplanning solutions for all types of Financial Planning practices. Advice scope includes personal risk protection strategies, superannuation, wealth accumulator strategies (incl gearing) and retirement planning strategies incl Centrelink. Extensive knowledge of FirstChoice products. Background working with AMP (Hillross), CBA (Financial Wisdom), Fortnum and self-licensed. Over 14 years industry experience. Specialty area is assisting advisers in connecting the dots between holding a client appointment, determining appropriate strategies and providing complaint and technically accurate pieces of advice that meet best interest duties. I love to provide feedback on files that aims to improve your processes and record-keeping. If you have paraplanning needs, give me a call for a chat to see if we're the right fit 0410 200 151 - Nicole.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Your Plan Solution has never raised funding before.

Frequently asked questions

Your Plan Solution is located in Cairns, Queensland, AU.

Your Plan Solution generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Your Plan Solution has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Your Plan Solution was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Your Plan Solution has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Your Plan Solution

Nicole Ziegelbauer

Paraplanner (Owner)

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