Our Services
Financial Planning
Paraplanning and back-office support that gives your advisers more time with clients.
Get in touchOverview
Paraplanning that keeps advice moving
Our team works as an extension of your practice, helping your advisers spend less time on preparation and more time with clients. From research and analysis to strategy modelling and advice documentation, we take on the groundwork so your firm can grow without adding local headcount.
You get qualified professionals who understand Australian regulations and work within your processes, templates and compliance framework.
What we support
Research and product comparisons, strategy modelling, Statements of Advice and Records of Advice, review documents and implementation paperwork.
How we work
We work in your planning software and templates, follow your compliance framework, and return every file for adviser review and sign-off.
Why choose us
What you can count on
Advice documents
SoAs, RoAs and review documents drafted to your templates.
Research & modelling
Product and platform comparisons, projections and strategy modelling.
Australian-trained
Paraplanners trained in Australian regulation and advice processes.
SMSF knowledge
Grounded in SMSF regulations and compliance requirements.
More capacity
Dependable support as your client book grows.
Secure handling
Client information handled with strict confidentiality.
In depth
The groundwork behind the advice
Advice work slows down when the preparation piles up - the research, the product comparisons, the modelling and the document itself. Our paraplanners take on that work in your planning software and templates, so what comes back is complete and ready for adviser review.
Your advisers keep the client relationship and the advice. We make sure the file behind it is accurate, consistent with your process, and delivered when you need it.
Take the preparation off your plate
Give your advisers paraplanning support backed by qualified professionals.