Free up your advisers and support staff with reliable offshore assistance for paraplanning, client administration and ongoing service tasks.
Our offshore staff work as an extension of your practice, helping you deliver high-quality advice and service more efficiently.
Assist with drafting Statements of Advice (SOAs) and Records of Advice (ROAs) using your templates and processes.
Maintain Xplan data, upload documents, update client records and help keep information current and organised.
Gather client documents, prepare checklists, track outstanding items and support your compliance processes.
We can help you recruit and support offshore staff for a range of roles, tailored to your practice needs.
Assists with preparing Statements of Advice (SOAs), financial research, strategy modelling and advice documentation for adviser review.
Manages client communications, appointment scheduling, document collection and ongoing client service requests.
Supports daily practice operations, record management, compliance administration and general office coordination.
We handle the recruitment, onboarding and ongoing support, so you can get the right help without the added workload. Tasks and system access are agreed with the client.
We help you find staff with the right skills and experience for your practice, including paraplanning and financial services administration.
We manage onboarding, system access, your processes training and initial ramp-up, working closely with your team.
We provide ongoing management, regular check-ins and a dedicated account contact to help your offshore staff succeed.
Here are some common questions about our administration services.
They can support with SOA and ROA preparation, Xplan updates, document collection, client record maintenance and general practice administration, using your processes and templates.
Your Australian adviser retains advice, review and approval responsibilities. Our offshore staff provide support services and do not provide financial product advice or make recommendations to clients.
We’ll discuss your requirements and help you find the right offshore talent for your business.