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.