Creative Thinking. Lead-Generating Results.
Lead generation is about connection first, conversion second.
Cold Outreach
When your company needs growth.
We pick up the phone and speak directly to potential leads. Our team is trained to engage in meaningful conversations that generate real interest and qualify prospects with a personal touch.
Appointment Setting
Real meetings with real propects.
We manage the full cycle of appointment booking, freeing up advisers to focus on closing deals while we ensure their calendar stays full.
Survey Campaigns
Because data drives decisions.
Our targeted surveys uncover deep insights and warm up cold leads, giving our clients a clearer picture of prospect needs and timing.
Consumer Education
Informed consumers choose wisely
We empower individuals to make confident financial decisions by clearly explaining products like funeral plans, life cover, investments, and retirement plans.
Gain Digital Advantage
Personal Touch
We don’t rely on generic bulk outreach. Every conversation is real, respectful, and intentional.
Results-Oriented Solutions
Industry Insight
Our Founder’s Journey and Expertise
Since 2016, our founder, Simphiwe, has navigated the financial services landscape across multiple critical roles — from telesales and market research to paraplanning and advising. This comprehensive experience gives Paraplanners a unique perspective on the entire customer journey, enabling us to understand both client needs and adviser challenges at a granular level.
Leveraging years of frontline financial services sales and advisory work, combined with a technology-driven sales development role at a Managed Service Provider (MSP), Simphiwe brings a rare blend of financial expertise and modern sales strategy. This empowers Paraplanners to offer innovative, efficient, and compliant lead generation and management solutions.
From Art to Science
Relationship-Driven
We believe lead generation isn’t just about volume, it’s about nurturing trust and building a pipeline that supports long-term business growth.