Welcome to Paraplanning Direct. While we are a boutique paraplanning firm based in Perth, thanks to technology, we have clients located across Australia.

Our competitive edge lies in our extremely high level of technical skills, wealth of experience and expertise. We truly understand strategies and are not mere document producers.

Our streamlined processes and procedures, with templates tailored to suit you, will make it easy and cost effective for you to outsource your–

  • Strategy Papers
  • Financial Modelling and
  • Statements of Advice

We can also assist you with a technical review of your strategies.

Please contact us to find out how we can help you.