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About Plan Works
Of great value to our clients is the strong relationship we build with them. Underpinning everything we do is an ethos of integrity; in our advice, in our reporting and in our communication.
Hello, I’m Nathan Fryer, Founder & Director of Plan Works
After spending ten years working within Asset Management, I came to the conclusion that very few Financial Planners were looking for single strategy fund solutions to satisfy their clients’ investment needs.
Being a proud member of the financial planning community, I wanted to retain that, but this time turning my hand to building and nurturing my own business. Having met with many thousands of Financial Planners over the years, I started to realise the value and support I could offer.
I am passionate about integrity and quality in financial planning. I am a champion of efficiency and of engaging expert skills in order to deliver the best outcome as well as an avid supporter of a partnership style in business.
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Outstanding Outsourced Paraplanning
We’re accessible and dependable. Our accuracy and attention to detail are second to none
25+ years experience
Partnership working style
Deep product/market knowledge
Flexible service
Proactive & strategic
