You can leverage our 15+ 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.
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.
DocumentsCompleted
40K+
PracticesPartnered with
150+
Advisers Assisted
230+
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.
Whether it's paraplanning, ongoing advice solutions, 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.
Ad-hoc Paraplanning
Perfecting our systems and processes over the last 10 years to deliver compliant SoAs that work for you and your clients.
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 Say
Matt Lewis
Right Advice Wealth Management
It certainly was a busy time, but a big part of our success came from our Planlogic support.
Aldis Purins
WP Financial Planners
Thanks for the great work last year. It’s reassuring for us to know that we can send off our SoA/RoA requests and know that we receive back timely and accurate work.
Brooke Smith
RI Buderim & Noosaville
We have been pleased with the work from Planlogic last year and the quick turnaround of plans. The team is always friendly and has been accommodating when we have had urgent requests. We look forward to continuing to work with Planlogic this year.
Izack Fuller
Elliot Watson Financial Planning
Your assistance has been invaluable in helping us deliver high-quality advice and services to our clients. Your proactive approach in managing the workflow and communicating effectively allows our business to grow and service our clients.
Louise Birrell
Collab Wealth
I am very grateful for the assistance with the SoA preparation from the team and the responsiveness has always been terrific.
Nathan Green
RI Wide Bay
Just wanted to say amazing work on this SoA. A quick turn around and was very well done. Clear, flowed really well considering the multiple steps and detailed as well. Thank you so much
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.
Luke Jones
South Gippsland Financial Planning
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.
What 40,000 Advice Documents Reveal About Australian Financial Advisers
04 August 2026
After analysing 40,000+ advice documents across Australian financial planning firms, the biggest constraint isn't compliance, it's operational inefficiency.
How Planlogic Delivers Compliant SoAs in 5-7 Days through Ad-hoc Paraplanning Services
03 August 2026
Compliant Statements of Advice (SoAs) can be delivered within 5-7 business days through ad-hoc paraplanning...
How Planlogic delivers in the age of AI (2026)
28 July 2026
Artificial intelligence is changing the economics of financial advice document preparation in Australia in 2026, but not in the way most advisers expect. AI tools can accelerate certain paraplanning tasks...
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.
