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Accurate, cost effective and timely
Advice production specialists
You can leverage our 10+ years of experience to deliver successful outcomes for your clients.

Our turnkey solutions are designed with the primary objective of saving you time. We understand the complexities around delivering successful advice outcomes and have developed solutions that require the least amount of effort to integrate and manage on an ongoing basis.

Our in-depth training programs also ensure that you have access to the best technical skills in the industry.
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We deliver advice documents that are accurate, cost effective and timely. Our model allows us to deliver large volumes of work while maintaining a consistent standard.
SoAs
Completed
10K+
Practices
Partnered with
100+
Advisers
Assisted
200+
Our goal is to make your life simpler
How We Work
When you work with us, you don’t have to worry about hiring, training and managing staff. Our SoA turnaround times range between 5 to 7 days on average, enabling faster advice delivery. We are focused on helping you drive the best outcomes for your clients and your business.
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How we are different
Our value proposition
Pay only for what you need
Eliminate internal hiring and training challenges
A plug and play solution which enables scale
Win back time to focus on your client
Increase compliance ratings
Shorten advice delivery times
Build a partnership for continued success
Our Services
Whether it's paraplanning, ongoing advice solutions or digital marketing, Planlogic delivers a host of services to meet the needs of any advice business. We have built a complete solution which provides you with the resources to scale.
Paraplanning
Perfecting our systems and processes over the last 10 years to deliver compliant SoAs that work for you and your clients.
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Review Solutions
Assisting advisers with client service obligations, including data maintenance, review documents and product application forms.
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Digital Presentation
A stunningly visual digital presentation that complements your Statement of Advice.
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An enhanced experience through a tech-driven approach
Technology enabled services
We have taken a people + tech approach to integrate cutting edge technology into our advice production process, which we are incrementally releasing to our clients.
  • Enhanced adviser
    experience
  • Robotic process
    automation
  • Data-driven management
    insights
What our clients have to say about us
Customer Testimonials
William Ha
Breakthrough Wealth Solutions
I was looking for an efficient firm to outsource my paraplanning needs and was recommended to use the services of Planlogic. They have delivered on my business needs in spades producing quality Statements of Advice in an efficient and compliant manner. The team are also amazing to work with so I feel they are just part of my team and business! I would highly recommend any advice business to consider using Planlogic if they are looking to outsource their paraplanning work.
Elliot Watson
Elliot Watson Financial Planning
We have been working with Planlogic for over five years and throughout that time we have formed a strong partnership. Planlogic is committed to delivering an efficient and compliant process both of which are extremely important in ever changing and ever-increasing red tape burden. This is further highlighted by their commitment to innovate and utilise digital technology to create a more efficient process i.e., the Digital Advice Request platform.
Ravi Moolchandani
Radiance Wealth
The experience with Planlogic has been fantastic! The team has a high understanding of compliance requirements and can understand even the most complex requests sent through. My experience with the Digital Request Form has also been brilliant. It has been a very user-friendly and smooth experience. It captures pretty much everything that we need. The autosave function ensures we never lose any data at any time.
Luke Jones
Money Smart Financial Services
We have found that Planlogic provide a friendly and efficient service. They have assisted us in meeting our compliance requirements, producing good quality advice documents in a timely manner.
Logan Humphreys
Bridges – Lake Macquarie
We would like to thank you for all the hard work and assistance your team have provided our practice over the last approx. 9 months. Your team have been excellent to work with and have always provided us with high quality documents.
Brad Bacon
Townshend Financial Planning
I think I love this new process! This was my first one. Seriously this could be the best thing that has happened in my financial planning life in the last 12 months! Thanks!!
Melina Pisani
Frontier Financial Group
WOW! You guys are doing an amazing job and smashing the managing process of our workflow. Thank you so much!
Peter Mccormick
Breakthrough Wealth Solutions
The process of having a SoA prepared is simple, quick and easy. The turnaround times are great with the plans meeting all the necessary compliance requirements. The team members are very accommodating and are a pleasure to work with.
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Knowledge center
Blog Article
Are you tapping into these powerful tools to build your business?
01 March 2022
You have a website, but does that mean you have an online presence? Think about a time that you wanted to search for a product or service that you were interested in.
The numbers behind in-house vs. outsourced advice production
17 October 2021
As with anything, you have many options when it comes to producing advice. You can choose to do all this in-house.
Time and advice documents
18 August 2021
I was settling in over the weekend – kids playing in the backyard, a strong coffee, and an open agenda (thanks to lockdown).
Got a question?
Let’s Talk About Growing Your Business.
Getting in touch is easy. Give us a call or send us an email with questions or comments. We would love to hear from you, whether you’re interested in working with our team or pursuing a career with us.
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