Services
Everything you need behind the scenes.
Engage us per case or on a monthly retainer. We adapt to your platforms, your processes and your tone — without the cost of a permanent hire.
Paraplanning
- Suitability reports
- Research & product comparison
- Cashflow modelling
- Technical analysis & projections
End to end processing
- Application submission
- Illustrations & quotes
- Chasing providers
- Compliance file build
Ongoing servicing
- LOAs and valuations
- Plan amendments
- Inbox triage
- Provider correspondence
Client reviews
- Annual review packs
- Meeting prep
- Scheduling support
- Post-meeting actions
Administration
- Platform housekeeping
- Back-office housekeeping
Practice support
- Process documentation
- Template building
- Ad-hoc project work
Drive your practice forward.
Beyond day-to-day support, we help advisers uncover value in their existing book and take on the bigger pieces of work that rarely make it to the top of the list.
Client bank assessment
A structured review of your existing client bank and holdings to surface segmentation, servicing gaps and where time is best spent.
Opportunity identification
We pinpoint opportunities to improve client outcomes — consolidation, tax efficiency, allocation and protection gaps — ready to take to review.
Large-scale project work
From bulk re-papering to platform migrations, regulatory exercises and book-wide reviews, we have the capacity to deliver projects end-to-end.
Engagement models
Per case
Fixed fee per report or case type — predictable for both of us, with no minimum commitment.
Monthly retainer
A reserved block of capacity each month with priority turnaround and a single point of contact.