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), email campaigns, 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

Digital Marketing

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!