Need help with your paperwork?

Free yourself up for what you do best

Let us help you out in the office

We provide support with a smile

 

Are you a licensee, financial planner or in financial services?

We provide outsource solutions to help with your office administration tasks such as Statements of Advice (SOAs)finding lost clients, fee disclosures (FDS and Opt-In) and yearly review letters. Let us help you spend more time developing new business, seeing clients and earning bonuses.

Take it out of the “too hard” basket – and give it to us to do the work!

 

No time like the present

Contact us now for help with…

Paraplanning

Compliance

Pre-vetting

Ongoing Support

Brisbane – Gold Coast – Sydney – Melbourne

Paperwork Magic is GROWING!

Are you a paraplanner experienced with Xplan? We are an outsourcing provider looking for talented people who want a great work/life balance working from home, maybe even after the kids are asleep!

Call us or email today for a confidential discussion – 0422 452 337, (07) 3394 8470 or contact@paperworkmagic.com.au, your next great opportunity could be with us!