Trusted Outsourced Paraplanning Services in Australia
to financial planners across Australia, helping you streamline your operations and focus on delivering quality financial advice to your clients.
About Us
Brokers Support Global (BSG)
Brokers Support Global (BSG) is a wholly owned division of NCS Corp Pty Ltd.
At Brokers Support Global (BSG), a division of NCS Corp Pty Ltd, we go beyond back-office support— we’re here to power your success with unparalleled expertise.
Brokers Support Global (BSG), delivers Paraplanning and Loan Mortgage Processing services, empowering financial advisors and mortgage brokers across Australia. While cost efficiency is a bonus, our mission goes far beyond that. We empower financial advisors and mortgage brokers across Australia with paraplanning and loan mortgage processing services that drive growth and efficiency.
Started from Navkar Institute—home to 40,000+ students and 5,000+ finance professionals—BSG inherits a rich foundation of experts. With a strong presence across India and Australia, we operate from Ahmedabad, India’s rising financial hub, leveraging world-class infrastructure to deliver unmatched quality.
At BSG, outsourcing is more than just cost efficiency; it’s about delivering impactful solutions that enhance your business operations. We combine local expertise with a deep understanding of financial services, enabling clients to focus on their core goals while we handle their back-office processes with precision.
Choose BSG for personalised solutions that keeps your business ahead of the curve.
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Clients
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SOAs
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Team Size
Softwares
Onboarding Process
STEP - 1
Initial consultation to understand your paraplanning needs
STEP - 2
Tailored outsourcing plan developed to meet your firm’s requirements
STEP - 3
Onboarding process and integration of paraplanning tasks
STEP - 4
Ongoing support and reporting to ensure continuous quality
Certification
Global Quality Excellence Standard
ISO 9001:2015 ensures we maintain consistent quality in our services and focus on continuous improvement for your firm.
Certified Data Security Assurance
SOC 2 certification guarantees that we securely manage and protect your client data according to strict cybersecurity standards.
Certified Information Protection Framework
ISO/IEC 27001 certifies our robust approach to managing information security and protecting your business data.
Partner with us
By choosing our Paraplanning services, you can unlock new levels of productivity, enhance client service, and achieve greater business success. Our team is passionate about supporting financial advisors and planning firms, and we are dedicated to becoming a trusted partner in your journey. Let us handle the paraplanning tasks, while you focus on building meaningful client relationships and growing your business.
What we offer
Pre-SOA tasks
- Sending TPA forms
- Calling providers to obtain information
- Entering data in CRM – Xplan, AL, AI etc
- Initial research using Risk researcher, Wealthsolver etc – prepare reports and strategy papers.
- Filling up the fact find and sending to clients via email or Docusign
- Obtaining information from the client via emails and following up with them
SOA process
Initial review checklist
Start the plan by filling up the checklist which makes sure we have all the necessary information and documents needed to work on the SOA/ROA. This includes data entry in the software if not already entered.
Projections
Prepare financial models and projections to assess the impact of various investment strategies on the client's financial goals.
SOA preparation & editing
Prepare a detailed Statement of Advice (SOA) document that outlines personalized recommendations for the client, including investment strategies, insurance coverage, retirement planning, tax considerations, and estate planning.
Final review
Once the plan is completed, it is reviewed by one of the seniors to ensure compliance with regulatory requirements and industry standards. Verify that the proposed recommendations are suitable for the client's circumstances and comply with applicable laws and regulations.
Research and Analysis
Super/Insurance/Investment etc - Conduct research on investment products, insurance policies, and other financial solutions that align with the client's objectives. Our team is well-versed with Wealthsolver, Risk researcher tools to help you out in the research process.
Post-SOA Tasks
- Prepare implementation forms – Applications, Rollovers, beneficiaries, etc.
- Prepare FDS, Opt-in forms
- Prepare Review Reports
- Complete Audit Checklists
- Insurance cancellation letters
Paraplanning Services
Outsourced Paraplanning Services
- Preparation of Statements of Advice (SoA)
- Records of Advice (RoA)
- Fee Disclosure Statements
Outsourced Paraplanning Compliance Services
- Regulatory compliance for financial documents
- Preparation and filing of required forms
- Audit-ready documentation and reporting
Outsourced Paraplanning Cost Management
- Scalable services for small to large firms
- Cost-effective solutions with no hidden fees
- Reduced administrative overhead for your team
Start Outsourcing Now
Welcome to BSG! We are a leading provider of paraplanning outsourcing services, offering comprehensive solutions to Financial Planning Firms across Australia. With our expert team of paraplanners, we aim to streamline your operations, enhance your efficiency, and empower you to focus on what matters most—serving your clients and growing your business.
Meet the Our Experts Behind Your Financial Growth
Customers Say
Mark W, Head of Operations, Heffron
Sook S, Partner, Enspira Financial
Michael B, MWB Accountants
CFO, IT Firm
FAQ's
BSG offers a comprehensive range of paraplanning services, including:
- Cash flow modeling and retirement planning
- Risk analysis and insurance recommendations
- Estate planning and tax strategies
- Investment research and portfolio construction
- Client communication materials and presentations
Simply contact us by phone or email to schedule a consultation. We will discuss your needs and tailor a solution to fit your practice.
