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Expert Paraplanning Services for Australian Financial Advisors.
Outsourced paraplanning and SOA preparation that keeps your practice compliant and client-focused.
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Dedicated paraplanners and a structured compliance process, built around the operational needs of your advisory practice.
How Our Paraplanning Process Works
A structured, compliance-driven approach designed to deliver accurate and timely paraplanning support for financial advisors at every stage.
Initial Brief & Scope
We begin by understanding your client’s financial position, goals, and the scope of advice required, ensuring our paraplanners are fully aligned with your advisory direction before work begins.
Research & Analysis
Our team conducts thorough product research, strategy analysis, and risk assessment, drawing on current market data and regulatory guidelines relevant to the Australian financial planning landscape.
SOA Preparation
We prepare a compliant, clearly structured Statement of Advice that meets your dealer group’s documentation standards and reflects the quality your clients expect.
Internal Quality Review
Every document undergoes a rigorous internal review process to verify accuracy, compliance alignment, and consistency with your practice’s advice framework before delivery.
Delivery & Revisions
The completed SOA is delivered within agreed timeframes. We remain available for any refinements, ensuring the final document is ready for your review and client presentation.
Our Paraplanning Services for Australian enterprises
- Statement of Advice (SOA) Preparation
- Record of Advice (ROA) Preparation
- Risk Insurance Advice
- Retirement Planning
- Investment Strategy & Portfolio Analysis
- Debt & Cash Flow Strategies
- Estate Planning Support
- Compliance & File Review
The Benefits of Partnering with NCSGX
Compliance-First Approach
Every SOA and advice document we produce is prepared with Australian regulatory standards at the forefront, giving your practice confidence in every submission.
Dealer Group Alignment
Our dealers-approved paraplanners work within your existing compliance frameworks, ensuring seamless integration with your dealer group’s requirements and documentation standards.
Scalable On-Demand Support
Access on-demand paraplanning services that flex with your workload, whether you need occasional overflow support or consistent high-volume assistance.
Faster Turnaround Times
We understand the time pressures advisors face. Our structured workflow is designed to deliver accurate, high-quality documents within agreed and reliable timeframes.
Tailored to Your Practice
Our tailored paraplanning solutions are customised to match your advice style, templates, and client communication standards, not a one-size-fits-all approach.
Experienced Paraplanning Team
Our team brings deep knowledge of the Australian financial planning landscape, supporting wealth management firms and advisory practices of all sizes.
Cost-Effective Operations
Outsourced paraplanning removes the overhead of recruiting, training, and retaining in-house staff, allowing your practice to allocate resources where they matter most.
Dedicated Quality Assurance
Every document passes through a structured internal review before delivery, ensuring accuracy, consistency, and alignment with your advice strategy.
Solving complex business challenges across industries, every day.
People Also Ask
What does a paraplanner do for a financial advisor?
A paraplanner handles the research, analysis, and preparation of advice documents, including SOAs and ROAs, so financial advisors can focus on client relationships. They work behind the scenes to ensure every piece of advice documentation is accurate, compliant, and ready for client presentation.
How much does outsourced paraplanning cost in Australia?
Outsourced paraplanning costs in Australia vary depending on the complexity and volume of work required. Most providers offer flexible pricing models per SOA, hourly, or retainer-based, making it a cost-effective alternative to hiring and maintaining a full-time in-house paraplanner.
What is included in a Statement of Advice (SOA)?
An SOA outlines a client’s financial goals, current position, and the advisor’s recommendations. It must comply with Australian financial services legislation and include strategy rationale, product recommendations, fee disclosure, and risk considerations, all documented to meet ASIC and dealer group requirements.
Can outsourced paraplanners work with my dealer group's templates?
Yes. Experienced outsourced paraplanners work directly within your dealer group’s approved templates, compliance frameworks, and documentation standards, ensuring every SOA produced is consistent with your licensee’s requirements and ready for internal review without unnecessary revisions.
How long does it take to prepare an SOA?
Turnaround time for an SOA typically ranges from 2 to 5 business days, depending on the complexity of the advice strategy. With a structured briefing process and clear scope of work provided upfront, experienced paraplanners can consistently meet agreed deadlines without compromising quality.
What is the difference between a paraplanner and a financial advisor?
A financial advisor meets directly with clients, provides personalised advice, and holds an Australian Financial Services (AFS) licence or operates under one. A paraplanner supports the advisor by preparing research, analysis, and compliant advice documents, operating in a technical and administrative capacity behind the scenes.