Wealth Connect

The "all-in" servicing subscription to meet your clients' ongoing needs!

We think this service is pretty good but don't take our word...

See what our clients have to say...

5/5

As an existing client of eparaplan, I want to express our utmost satisfaction with the exceptional services they have provided to our company. Since partnering with eparaplan, they have consistently demonstrated a high level of professionalism, expertise, and commitment to meeting our specific needs.

The expertise exhibited by the eparaplan team is truly commendable, the level of personalised attention we receive from eparaplan is outstanding. They have assigned a dedicated account manager who is always available to address our queries, provide updates, and ensure that our needs are met promptly.

Their responsiveness and willingness to assist, even with complex matters, have been instrumental in building a strong and trusting partnership.

We would not hesitate to recommend the services of eparaplan.​

Pick from our core service plans:

Annual servicing is charged at a monthly subscription fee per single client, or couple. Download our brochure and book an appointment to discuss how it works.

Whats included...

Our brochure contains everything about our servicing plans. For a quick look please see below.
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