What We Do
Offshore Services for Financial Services Firms
Four service lines. One engagement model. ISO 27001 certified delivery from a dedicated team that knows your systems, your standards, and your industry.
OFFSHORE PARAPLANNING
Your advisers should be
advising - not writing
Statements of Advice.
Your advisers should be advising - not writing Statements of Advice.
Outsourced paraplanning for Australian financial planning firms. Dedicated offshore paraplanners trained in your systems and processes. ISO 27001 certified. 2–3 day Statement of Advice turnaround. Outsourced paraplanning that works in your existing workflow – not around it.
- SoA and RoA preparation - your templates, your style
- Product research using Lonsec, Morningstar, and your preferred platforms
- Cashflow modelling, retirement projections, and scenario analysis
- Watch: Client testimonial
What's Included
SoA & RoA Preparation
Strategy documentation, product research, and client-ready advice documents – your templates, your style.
SoA
RoA
2–3 day turnaround
Research & Analysis
Super, insurance, and investment product research structured for adviser review – not rewriting.
Lonsec
Morningstar
Insurance
Cashflow & Financial Modelling
Retirement projections, cashflow modelling, and scenario analysis – built to your advice methodology and client presentation standards.
Cashflow
Projection
Scenario Analysis
Platforms
Morningstar
Lonsec
Astute Wheel
DASH
Plutosoft
Midwinter
AdviserLogic
Xplan
Free your advisers from SoA preparation. Let them actually advise.
30-minute discovery call. We’ll assess your workflow and show you exactly how it works.
- ISO 27001
- 4–6 weeks to go live
- No commitment
Financial Planning Administration
Stop paying advisers
to do admin.
Offshore financial planning administration for AU firms. A dedicated team handles your CRM, compliance documentation, client onboarding, and back-office – so your advisers stop touching work they shouldn’t be doing.
- CRM management and data hygiene - kept current without adviser involvement
- Client onboarding - from initial enquiry through to full CRM setup
- Compliance documentation - FDS, Opt-In, file notes, consent renewals
- Meeting preparation and post-meeting action tracking
- Watch: Client testimonial
What's Included
CRM Management
Ongoing updates, data entry, file notes, and record maintenance. Your CRM stays current without adviser input.
Xplan
HubSpot
Client Onboarding
ID verification, consent forms, disclosure dispatch, scope of service letters – new clients set up cleanly and quickly.
AML/KYC
FSG Dispatch
Compliance Documentation
FDS administration, Opt-In renewals, file note preparation, and ongoing compliance checklist management.
FDS
Opt-In
Meeting Preparation
Pre-meeting packs, portfolio data, agenda building, confirmations, and post-meeting action tracking.
Meeting Packs
Agenda Prep
Implementation Follow-Through
Application lodgement, progress tracking, confirmation correspondence — nothing slips post-advice.
Lodgement
Tracking
Platforms
Microsoft 365
Zoho
HubSpot
Salesforce
Xplan
Give your advisers their time back. Permanently.
30-minute discovery call. We’ll map your admin load and show you what changes.
- ISO 27001
- 4–6 weeks to go live
- No commitment
Accounting, Bookkeeping & SMSF Administration
Scale your book - not your headcount.
Offshore accounting, bookkeeping, and SMSF administration for AU accounting and financial planning firms. Your team reviews and signs off. ABP prepares everything – on time, every period.
- Accounting - tax returns, financial statements, management accounts
- Bookkeeping - bank reconciliation, AP/AR, payroll, BAS & IAS preparation
- SMSF administration - annual administration, compliance reporting, audit support
Client Result
“After engaging ABP, our profit margin went from 6% to 30% – and my salary doubled. The operational structure ABP built made that possible.”
Profit margin 6% → 30% · Adviser salary $80K → $160K
Boutique Financial Planning Practice · AU
ISO
27001 certified
What's Included
Accounting
Individual, company, trust, and partnership tax returns. Financial statements, CGT schedules, depreciation, and year-end reporting – lodgement-ready.
Tax Returns
Financial Statement
CGT
Bookkeeping
Bank reconciliation, accounts payable and receivable, payroll processing, BAS and IAS preparation – on schedule, every period.
BAS & IAS
Payroll
SMSF Administration
Full SMSF annual administration – financial statements, member statements, trustee reporting, Annual Return preparation, audit support, and ATO lodgement prep.
Annual Admin
Audit Support
Platforms
QuickBooks
MYOB
Xero
Simple Fund 360
BGL 360
Class Super
Scale your capacity without scaling costs.
30-minute call. We’ll assess your workload and show you how offshore delivery fits your firm.
- ISO 27001
- 4–6 weeks to go live
- No commitment
Strategy Consulting
Growth advisory for
financial services businesses.
Growth advisory for financial services businesses.
Practice management consulting and growth advisory for financial services firms – covering strategy, operations, digital transformation, and marketing. We help principals build businesses that grow predictably, run efficiently, and aren’t dependent on any single person to function.
- Strategy - growth planning, business model design, market positioning
- Operations - workflow documentation, process design, offshore team deployment
- Digital transformation - technology adoption, AI integration, automation
- Marketing - brand positioning, content strategy, digital presence and lead generation
Our Approach
“Most financial services firms aren’t strategically limited – they’re operationally constrained. We fix the structure first, then build the capability to execute.”
Engagement 01
Full Growth Consulting
Engagement 02
Full Growth Consulting
HSBC
ISO
27001 certified
What We Cover
Strategy
Growth planning, business model design, market positioning, revenue diversification, and sequenced 90-day execution roadmaps.
Growth Planning
Positioning
Operations
Workflow documentation, process design, SOP development, offshore team deployment, and ongoing operational governance.
SOPs
Process Design
Digital Transformation
Technology stack assessment, AI tool implementation, workflow automation, and system integration – practical adoption, not just recommendations.
AI Integration
Automation
Marketing & Brand
Brand positioning, content strategy, LinkedIn authority building, digital presence, and lead generation systems designed for financial services firms.
Brand Strategy
Content
Practice Assessment & Management
Practice management diagnostic – operational audit, capacity gap analysis, revenue per adviser benchmarking. A clear picture of where your business is constrained and what to fix first.
Diagnostic
Benchmarking
30 minutes to understand where your business is constrained.
No pitch. We’ll ask the right questions and tell you honestly what we can do – and what we can’t.
- 30+ years experience
- No commitment
- 30 minutes
Ready to unlock your
practice's real potential?
Ready to unlock your practice's
real potential?
Book a 30-minute discovery call. We will assess your practice, identify the constraints, and show you what an ABP engagement looks like.
- ISO 27001 Certified
- No commitment required
- 30-minute call
- Financial services specialists