We are a consulting house that provides your wealth management practice with Paraplanning, Financial Planning Strategy and Practice Management support.
Our suite of services is designed to fit your Practice needs to help you grow & prosper.
OUR VISION
Free you up from the burden of time-consuming tasks, allowing you to dedicate the time to the most valuable asset of your business, your clients.
Services that we offer
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Paraplanning
We will work with you to create compliant Statements of Advice (SOAs) from the more straightforward to the very complex. Our paraplanning suite of services also includes support in the preparation of Record of Advice (RoA), discussion papers, financial modelling, and client presentation documents.
We can also offer an SOA vetting service for your in-house junior staff.
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Strategy consulting
We can help you analyse your client’s current situation and formulate an appropriate strategy to meet your client’s stated goals.
Our expertise includes Retirement Planning, SMSFs, Wealth Protection, Wealth Accumulation, Tax Structuring, Financial Planning for Women, Age Pension and Estate Planning.
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Practice Management
Our Practice Management service offers a unique blend of comprehensive expertise and practical experience, providing small financial planning practices with the tools and support needed to navigate the complexities of the industry and achieve sustainable growth.