​Paraplanning You Can Trust
Tired of chasing reports or burning the midnight oil? We offer paraplanning that's compliant, accurate, and built to fit your advice process—not the other way around.
"Your behind-the-scenes think tank — turning strategy into polished, client-ready documents."
What We Deliver
Whether you need ad hoc help or ongoing support, we've got your back
Comprehensive Paraplanning Services
All reports follow South African regulatory standards
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Ongoing Review Preparations
Comprehensive preparation for client reviews, ensuring you're always ready with current, accurate information.
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Record of Advice (ROA) Documentation
Fully compliant ROA documents that meet all regulatory requirements and clearly communicate your recommendations.
Investment & Retirement Planning Proposals
Detailed, client-ready proposals that translate complex strategies into clear action plans.
Financial Needs Analysis
Thorough analysis of client needs, goals, and circumstances to support sound advice.
Product Comparisons
Objective, detailed comparisons to help clients understand their options and make informed decisions.
Why Our Paraplanning Stands Out
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Fully Compliant
All documentation meets South African regulatory standards including FAIS and FICA requirements.
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Customized to You
We adapt to your templates, processes, and advice philosophy—not the other way around.
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​Quick Turnaround
Efficient delivery without compromising on quality or accuracy.
Flexible Support
Ad hoc assistance when you need it, or ongoing partnership for consistent support.