We are a boutique outsourced financial paraplanning, research and development firm. Our offering can be tailored to your business’ needs, or you may select from our most popular one-off or ongoing service packages.
DöXA is owned and operated in Australia. The firm is led by a highly-qualified core team with experience in financial research and analysis, software and instrument development, wealth and risk advice as well as compliance and education. Our core team has a combined 50 years of experience across all levels of finance – including institutional, retail and regulatory.
Being a financial adviser is about doing what you do best… carrying your gold whilst letting others support your efforts. Supporting your efforts to see your clients more often is our gold at DöXA. As our client, our hope is to provide you with the services and tools to keep you and your team seeing and servicing your clients.
DöXA’s value to you boils down to this: on average it takes between 4-6 hours to complete just one standard SoA… imagine what else you could be doing! We can help you identify the seam of gold in your business, mine it and refine it.
DöXA Group 