USA
Canada
Australia
My Dealer Services (MDS Group) is a financial advice dealer group supporting a network of independent financial advisers across Australia. With a diverse range of adviser practices under its umbrella, MDS is focused on empowering its members with the tools, partnerships, and support they need to deliver compliant, high-quality advice at scale.
The Challenge
My Dealer Services needed a paraplanning partner capable of handling some of their most complex and demanding client cases. Previous experiences with outsourced paraplanning had left the network with low confidence in the reliability and quality of external support.
With a diverse group of adviser practices relying on consistent advice production, MDS required a solution that could deliver accurate, compliant, and timely Statements of Advice, even under pressure. Inconsistent turnaround times and variable quality had created friction across the network and undermined trust in the outsourcing model.
MDS needed a partner who could not only meet the technical demands of complex advice scenarios but also rebuild confidence in outsourced paraplanning across their broader adviser community.
What did NCSGX do
NCSGX partnership with My Dealer Services began where it mattered most, proving their capability on the most complex and demanding work first. From that foundation, the relationship grew steadily across the entire MDS network.
Complex Case Management: NCSGX was initially engaged to support one of MDS most challenging adviser clients. By delivering consistent quality and reliable turnaround times, NCSGX quickly demonstrated their ability to handle high-complexity advice documentation without compromising on accuracy or compliance.
Streamlining Advice Production: Through reliable delivery and close collaboration, NCSGX helped streamline the advice production process for MDS adviser practices, rebuilding confidence in outsourced paraplanning and freeing advisers to focus on client relationships.
Group-Wide Partnership: The quality of NCSGX work generated organic referral growth through word-of-mouth across the MDS network. This expanded the relationship across the broader MDS Group and culminated in NCSGX being named a Sponsored Partner at the MDS Annual Conference 2025, a recognition of the strategic value NCSGX brings to the dealer group.
The Results
- Successfully delivered on MDS most complex and challenging adviser cases from day one
- Rebuilt confidence in outsourced paraplanning across the MDS adviser network
- Organic referral growth generated through word-of-mouth across the dealer group
- Expanded from a single adviser practice to a group-wide partnership spanning 3 dedicated resources + 9 PAYG practices
- NCSGX named Sponsored Partner at the MDS Annual Conference 2025, recognising their strategic value to the MDS network
