Unlock Greater Efficiency and Cost Savings by Outsourcing
Supporting financial planners across Australia with reliable, cost-effective advice documentation for over 25 years. Experience the freedom to focus on your clients while we handle the complexity.
The Hidden Costs of In-House Paraplanning
Maintaining an internal team comes with significant overheads and operational risks that can hinder your firm's growth.
High Fixed Overheads
Salaries, superannuation, office space, and software licenses create heavy fixed costs regardless of your actual volume.
Capacity Bottlenecks
In-house teams struggle with seasonal spikes, leading to delayed Statements of Advice (SoAs) and frustrated clients.
Staff Retention Risks
The shortage of qualified paraplanners makes recruitment expensive and turnover highly disruptive to your workflow.
Compliance Exposure
Keeping up with ever-changing regulations requires constant training that internal staff may not always prioritize.
Training Lag
New software updates and technical strategy changes require downtime for staff that directly impacts your bottom line.
Administrative Burden
Managing payroll, performance reviews, and HR for paraplanning staff takes your focus away from strategic advice.
The Ironbark Consulting Advantage
Transform your practice with a scalable, professional support engine designed for modern financial planners.
Significant Cost Savings
Reduce your documentation costs by up to 40% by paying only for what you use, eliminating idle staff time.
Rapid Turnaround
Our structured workflow ensures most SoAs are delivered within 3-5 business days, keeping your advice moving.
Specialist Expertise
Access senior paraplanners with deep technical knowledge in complex SMSF, tax, and estate planning strategies.
Scalable Capacity
Scale up for EOFY or project work and scale down during quieter periods without any HR headaches.
Compliance Reassurance
Every document undergoes a rigorous quality control check to ensure it meets the latest ASIC and AFSL standards.
Seamless Integration
We work directly within your CRM (Xplan, AdviserLogic) to ensure a smooth handover and data consistency.
How We Work Together
A streamlined 4-step workflow designed to minimize your admin time and maximize quality.
Engagement
Initial discovery call to understand your advice style, software preferences, and specific compliance requirements.
Handover
Securely upload your fact find and strategy notes via our portal or directly within your practice CRM.
Delivery
Our specialists draft the documentation, perform internal QA, and deliver a presentation-ready file.
Review
Ongoing feedback loop to refine templates and strategies, ensuring we act as a true extension of your team.