ABOUT US
We’re a stable team of expert paraplanners helping financial advisors create quality, compliant Statements of Advice and other important documents for your clients.
We’re an Australian-based and document-focused paraplanning group with many years of experience – not only as individuals but as a team, too. We’ve been working together for many years and pride ourselves on our connection with one another. We can assure you that this stability and longevity make our group one of a kind.
In short, we allow you to spend more time advising your clients while we handle the document creation. Focused and precise, our services centre around the Statement of Advice preparation. In fact, we hope to totally replace your current SOA processes. Leave the time-consuming document management to us. After all, you’ve got more important things to do.
Outsourced paraplanning is essential. Document creation is a specialised role that shouldn’t be weighing on you or your staff. Keep what happens inside your organisation focused on your clients and their specific needs. Trust us to put the pieces together in a way that saves your time and energy without disrupting internal workflow.
General Manager
Aran is the embodiment of a can-do attitude – something we definitely appreciate. As a music lover and part-time DJ, he’s pretty much always got something playing in the background during his paraplanning manager duties. However, what he loves even more than music is scuba diving and football, and says he wouldn’t mind opening a pizzeria someday. Go figure!