• Production of high-quality Statements of Advice (SoA) / Records of Advice (RoA) for Wealth Creation-Investments, Superannuation, Risk-Insurance, Transition-to-Retirement, and Estate Planning.
• Investment, Superannuation, and Insurance product research and analysis.
• Financial Securities research and analysis.
• Holistic cashflow modelling.
• Needs analysis and advice strategy logic testing or consultation.
• Implementation and maintenance of licensee compliance standards. We can also vet third-party SoAs for quality and compliance in accordance with licensee guidelines.
• Back-office functions to support detailed record keeping, data entry, and database auditing.
• Proficient with leading financial planning software including XPlan, AdviserLogic, Midwinter, Adviser Intelligence, Plutosoft, and Intelliflo. Alternatively, if you’re operating primarily on MS Office alone, we can plan from scratch.
• Industry-leading 3-day turnaround times when providing full-service contracted offering.
• All paraplanners who work for DöXA are onshore in Australia. We are Privacy Act 1988 compliant. Your data never leaves our systems, or Australian shores, in any way.
• Business scalability when you need it without significant CAPEX. Don’t let those leads go cold sitting in your pipeline.
We can modularise our services to you. DöXA can provide an integrated service package for your business to fully outsource paraplanning and back-office needs, keeping your business fiscally agile and sales focused. Alternatively, DöXA can serve as a plug-and-play addition to your business by providing specific services on a case-by-case basis for when pipeline spillover occurs.
More information on these two approaches can be found in our Pricing.
Our Process:
Consider the following: A competent full-time paraplanner might cost you between $80,000 – $100,000 p.a. You would need to also provide a host of other benefits such as holiday pay, sick leave, HR, superannuation, working space and I.T. regardless of whether your pipeline is full.
Based on DöXA’s average cost per case to date, approximately $415, and multiplying that average cost by one case per week, that’s $21,580 expenditure for the year. Alternatively, $80,000 would buy you an average of 3-4 DöXA SoAs per week or 192 for the year.
Please contact us for a discussion about what DöXA Technê Paraplanning can do for you.
DöXA Group 