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

What are our clients saying about us?

Paul Coleman, Head of Operations and Planning, Financial Advice Matters

Engaging with an outsourced Paraplanning service provider required a commitment from both parties to make the relationship worthwhile.  You need to see each other as a business partner and stakeholder in each other’s success.  Allison and her team at PWM took the time to understand our unique business needs and to work with us in developing a strong and mutually beneficial service offering that enables us to outsource a large portion of our advice document preparation.  This enables us to grow our business and service more clients without the need to put on more staff.  Working with PWM, we are able to manage the ebbs and flows of our business activity while still ensuring quality advice documents are prepared within a consistent timeframe. The team is always willing to take feedback and looking for ways to improve to best align with our needs and the changes occurring in the advice industry.


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…




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, your next great opportunity could be with us!