Apart from producing quality compliant outsourced SOA's (Statements of Advice), we are a company that acts as a sounding board for financial planners with regard to implementing and updating office procedures, creating appropriate strategies for various types of clients and assist in training staff to ensure office streamlining and accountability.

We have an ability to work outside of traditional business hours if and when necessary to ensure we deliver as per our selling proposition.


Our Proposition

"Servicing financial planning professionals with personalised, compliant SOAs within 5-7 working days by qualified Paraplanners within Australia."