Loading...
Home 2019-10-29T23:47:09+00:00

Outsourced Paraplanning

We strongly believe that doing your own paraplanning, or employing someone in house, costs you money and time that would be better directed at growing your business. We understand the complexities around not only delivering compliant SoA’s but making sure there is a robust vetting process around this that entails delivering advice that is in the clients best interest.

Learn More

Specialty Services

We are a team of Australian paraplanners and offshore paraplanners based in the Philippines; backed by an Australian based compliance consulting group. This is so we can offer either solution for our clients. When you engage our onshore services, you will only deal with Australian based staff. All of our staff comply with Australian Privacy Principles.

Outsourced Paraplanning

We have developed a very effective way to make onshore and offshore outsourced paraplanning work. We have combined an existing offshore paraplanning business in the Philippines, established by Alex Gassner in 2014, with an onshore compliance consultancy group based in Sydney, Australia. This combination allows for an Australian based compliance layer to ensure strict vetting of SoA’s. We also offer paraplanning that is 100% Australian based – we created this option as we didn’t want to turn away clients looking for a high quality, dedicated Australian paraplanning solution.

Learn More

Compliance Consulting

We are a team of Australian based compliance consultants who work with mid to large licensees. Having 18 years experience, working predominately across licensee management, we are able to support AFSL holders with their various compliance arrangements, including but not limited to:

Targeted file reviews, Responsible Manager, Training and Board Representation.

Learn More

Human Resources

We have staff who work in other industries outside of Financial Planning. We expanded our offering in response to the ever-changing nature of what services our clients offer. We offer dedicated resources in the following industries:

Accounting

Technology Developers

Loan Processing

Learn More

Company Figures

Making An Impact In Your Business

Learn More
0%
SoA’s Delivered On Time
0%
SoA Rework Goal
$0
Estimated Savings Per Paraplanner
0%
Completely Secure and Encrypted

Ready to talk?

Let’s Talk