Trusted Outsourced Paraplanning Services in Australia

We support financial planners and advisory firms with reliable contract SoA solutions. Our paraplanning team helps reduce admin time, manage compliance, and deliver quality advice documents efficiently.

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Comprehensive

SOA Process

Pre SOA Tasks

Our paraplanning support covers a range of Pre-SOA tasks to help reduce your administrative workload and keep your advice process on track:

  • Sending TPA forms
  • Contacting providers to gather policy or fund information
  • Entering client data into CRM systems (Xplan, AdviserLogic, Advice Intelligence and other client preferred platforms.)
  • Conducting initial research using tools like Risk Researcher and WealthSolver to prepare reports and strategy notes
  • Completing fact finds and sending them to clients via email or DocuSign
  • Communicating with clients to request and follow up on required information

SOA Process

Initial Review Checklist
Begin the process by completing the checklist to ensure all required information and documents are in place for the SOA/ROA. This step also includes entering data into the software if it hasn't been done already.

Research and Analysis
Conduct thorough research on insurance, investment products and other financial solutions that align with the client’s goals. Our team uses tools like WealthSolver and Risk Researcher to support and streamline the entire research process.
Projections
Create financial models and projections to clearly assess how different investment strategies may affect the client’s financial goals, helping them make informed decisions for both their short-term needs and long-term objectives.
SOA Preparation
Prepare a comprehensive SOA outlining client specific recommendations, including investment strategies, insurance, retirement planning, tax, and estate considerations ensuring all advice is accurate, clear, and aligned with the client’s goals.
Final Review
After the plan is completed, a senior team member reviews it to ensure compliance with regulations and industry standards, confirming that all recommendations suit the client’s circumstances and meet legal and ethical requirements

Post SOA Tasks

  • Preparation of implementation forms, including applications, rollovers, beneficiary nominations, and more
  • Preparation of FDS (Fee Disclosure Statements) and Opt-in forms
  • Creation of review reports for client meetings
  • Completion of audit checklists to ensure compliance readiness
  • Drafting of insurance cancellation letters

We work as an extension of your team, delivering accurate, consistent, and timely support, so you can concentrate on providing strategic advice.

Comprehansive

Outsourced Paraplanning Services

Outsourced Paraplanning Services
  • Preparation of Statements of Advice (SoA)
  • Preparation of 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 Scaling Today.

See How It Works

At Brokers Support Global, we provide top tier Outsource Paraplanning Services to help financial advisors and planners save time, enhance efficiency, and focus on client relationships. Our team of experienced paraplanners delivers high quality SOAs (Statements of Advice), ROAs (Records of Advice), research, and compliance support, ensuring accuracy and compliance with industry regulations. Whether you’re a solo advisor or a growing firm, outsourcing your paraplanning needs allows you to scale your business while maintaining top-notch service quality. Watch our video to see how we can transform your workflow and take your financial advisory practice to the next level!

our certificates

Awards and Recognition

View Certifications

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.

About Us

Brokers Support Global (BSG)

Get to Know Us
Brokers Support Global BSG a Division of NCS Corp Pty Ltd

Brokers Support Global (BSG), a Division of NCS Corp Pty Ltd.

We help financial professionals focus on what matters most – their clients.

We partner with Australian paraplanners, financial advisers, and mortgage brokers to manage the day-to-day operational workload. From paraplanning and mortgage loan processing to administrative compliance , our offshore support model is built to help you scale efficiently and sustainably without the overheads.

We build long term partnerships grounded in quality, trust, and a deep understanding of Australia’s financial services sector.

Our team is powered by the Navkar Institute, which trains over 40,000 students and connects us with a talent pool of 5,000+ qualified finance professionals. Our base in Ahmedabad, India, is a hub of accounting and financial excellence, known for technical depth and precision.

With secure systems, dedicated account managers, and a team that gets the details right, BSG helps you reduce admin, stay compliant, and deliver consistent value without missing a beat.

Let’s talk about how we can support your firm’s growth.

Our Commitment

Why Choose Us?

Expertise and Knowledge
We specialise in outsourced paraplanning and mortgage processing, offering dependable support grounded in industry understanding and real world experience
Time and Cost Savings
Outsourcing financial services to us helps reduce overheads and free up valuable time, letting you focus on what drives your business forward
Scalability and Flexibility
Whether it’s one project or ongoing support, our services are designed to grow with you and adapt to changing needs.
Quality and Assurance
Every task is reviewed with care,to ensure accuracy, consistency, and the professional standards our clients expect and deserve
Data Confidentiality
We implement strict security measures to protect sensitive financial data, ensuring confidentiality and regulatory compliance
Compatibility and Continuity
We integrate smoothly with your workflows, supporting ongoing operations without disruption to your internal systems or service delivery.
Our Onboarding

How It Works

At BSG, we help businesses outsource financial services, making loan processing and broker support seamless. This allows you to focus on growing your business while we handle the details.

Start Your Journey

1. Discovery Call

Schedule a chat with our Managing Director to explore how outsourcing your financial planning and paraplanning needs can enhance efficiency. We'll discuss specific requirements and how our processing can support your growth.

2. Strategy Session

Meet with our senior leadership team to develop customised outsourcing strategy for financial planning needs. We'll establish clear workflows, define expectations, and develop an implementation plan to ensure smooth integration.

3. Onboarding

Start working with our team of experts in paraplanning and mortgage processing. We’ll implement your customised workflows and provide ongoing support to ensure that you receive high-quality solutions to help you grow your business.

Our Team

Meet the Experts Behind Your Financial Growth

Meet Our Team

Aagam Shah

Managing Director
Aneri Shah

Aneri Shah

Director

Sam Bhaskar

Chief Sales Officer
Utsavi Bhatia

Utsavi Bhatia

Operations Head – Paraplanning
What Our

Customers Say

What Clients Say
As an independent financial advisor, time is always in short supply. Outsourcing to them helped me cut admin hours by around half while delivering compliant, Proper SOAs. Their team is responsive, and detail oriented
Advisor, Brisbane
They integrates smooth with our CRM and advice software Xplan. Their research is thorough, projections are sharp. It’s like having a senior paraplanner in-house
Paraplanning Manager, Melbourne
Helped us scale. We grew over the past year and needed scalable paraplanning. So theirs talent pool, attention to compliance, and timely delivery of SOA's have been managing our growth. Highly recommended for firms looking to expand without losing control.
OP, Financial Planning Firm, Gold Coast
We no longer worry about last minute SOAs or compliance checks. Their review process catches everything before it hits our desk. Feels like we finally have breathing room.
Senior Advisor, Sydney

Ready to Simplify Your Paraplanning?

Book a free 30-minute consultation to see how our outsourced paraplanning services can save you time, boost compliance, and keep your advice process on track.

Let’s make your workflow smoother - start the conversation today.

    Services: ParaplanningMortgage Loan Processing

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    FAQ's

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    What is paraplanning?
    Paraplanning is a specialized service that assists financial advisors in various tasks related to financial planning for clients. This can include data gathering, research, analysis, report preparation, and client communication.
    How can BSG's paraplanning services benefit me?
    BSG's paraplanning team can free up your time to focus on building client relationships and growing your business. We can handle the technical aspects of financial planning, allowing you to deliver exceptional service to your clients.
    Does BSG offer a free consultation?
    Yes, BSG offers a free consultation to discuss your specific paraplanning needs and how we can assist your practice.
    What types of paraplanning services does BSG offer?

    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
    Can BSG customize its paraplanning services to my needs?
    Absolutely! We understand that each financial advisor has a unique practice and clientele. We will tailor our services to meet your specific requirements.
    What software does BSG use for paraplanning services?
    BSG utilizes a range of industry-leading paraplanning software to ensure efficiency and accuracy. We are happy to discuss our software capabilities during your consultation.
    How does BSG ensure the security of my client data?
    BSG is committed to protecting your client data and adheres to strict security protocols. We utilize secure cloud-based platforms and employ robust data encryption practices.
    How do I get started with BSG's paraplanning services?

    Simply contact us by phone or email to schedule a consultation. We will discuss your needs and tailor a solution to fit your practice.

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