TRY OUR DEDICATED RESOURCES

Why Planlogic

Our dedicated advice teams are built on four key pillars that ensure quality, security and seamless integration with your practice.

RECRUITMENT & CULTURE

5 stage interview process
500+ applicants of which 4% are selected
6 key assessments to identify best fit
Values based working environment
Regular workshops and events
Team replacements managed by Planlogic with minimum disruption to practice

TECHNICAL TRAINING PROGRAMS

Technical upskilling programs based on roles
Monthly technical updates & quizzes
Custom training plans to suit practice requirements
Ongoing soft skill development programs
Technical team available for ongoing support

DATA SECURITY

ISO/IEC 27001:2022 certified for ten consecutive years
Data encryption and VPNs
Insurance:

✓ Cybersecurity – AUD 2M

✓ Public liability – AUD 20M

✓ Professional indemnity – AUD 5M

DIGITAL DASHBOARDS & REPORTS

Digital advice presentations
Digital submission forms
Dashboards on:

✓ Time utilisation

✓ Task accuracy

✓ Weekly output

Flexible Pricing Options

Dedicated Paraplanners

$1,950 + GST/month

✓ Comprehensive SoA and RoA preparation
✓ Technical research and strategy development
✓ File note preparation and documentation
✓ Compliance checking and quality assurance
✓ Direct communication with your advisers

Get Started →

Dedicated Client Service Officers

$1,550 + GST/month

✓ Client onboarding and administration
✓ Meeting preparation and follow-up
✓ Document collection and processing
✓ CRM management and client communication
✓ Diary management and appointment coordination

Get Started →

Need a custom solution? Let's talk

What Our Clients Say

"I am very grateful for the assistance with the SoA preparation from the team and the responsiveness has always been terrific."

Louise Birrell Collab Wealth

"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."

Nathan Green RI Wide Bay

"It certainly was a busy time, but a big part of our success came from our Planlogic support."

Matt Lewis Right Advice Wealth Management

"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."

Aldis Purins WP Financial Planners

"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."

Brooke Smith RI Buderim & Noosaville

"Your assistance has been invaluable in helping us deliver high-quality services to our clients. Your proactive approach in managing the work and communicating effectively allows our business to grow and service clients better."

Izack Fuller Elliot Watson Financial Planning

Meet Some of the People Behind the Work

Ready to Scale Your Practice?

Discover how our dedicated resources can help you grow your business while maintaining the highest standards of quality and compliance.

Schedule a Meeting

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Why Planlogic

Our dedicated advice teams are built on four key pillars that ensure quality, security and seamless integration with your practice.

RECRUITMENT & CULTURE

5 stage interview process
500+ applicants of which 4% are selected
6 key assessments to identify best fit
Values based working environment
Regular workshops and events
Team replacements managed by Planlogic with minimum disruption to practice

TECHNICAL TRAINING PROGRAMS

Technical upskilling programs based on roles
Monthly technical updates & quizzes
Custom training plans to suit practice requirements
Ongoing soft skill development programs
Technical team available for ongoing support

DATA SECURITY

ISO/IEC 27001:2022 certified for ten consecutive years
Data encryption and VPNs
Insurance:

✓ Cybersecurity – AUD 2M

✓ Public liability – AUD 20M

✓ Professional indemnity – AUD 5M

DIGITAL DASHBOARDS & REPORTS

Digital advice presentations
Digital submission forms
Dashboards on:

✓ Time utilisation

✓ Task accuracy

✓ Weekly output

Flexible Pricing Options

Dedicated Paraplanners

$1,950
+ GST/month

✓ Comprehensive SoA and RoA preparation
✓ Technical research and strategy development
✓ File note preparation and documentation
✓ Compliance checking and quality assurance
✓ Direct communication with your advisers

Get Started →

Dedicated Client Service Officers

$1,550
+ GST/month

✓ Client onboarding and administration
✓ Meeting preparation and follow-up
✓ Document collection and processing
✓ CRM management and client communication
✓ Diary management and appointment coordination

Get Started →

Need a custom solution? Let’s talk

What Our Clients Say

“I am very grateful for the assistance with the SoA preparation from the team and the responsiveness has always been terrific.”

Louise Birrell
Collab Wealth

“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.”

Nathan Green
RI Wide Bay

“It certainly was a busy time, but a big part of our success came from our Planlogic support.”

Matt Lewis
Right Advice Wealth Management

“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.”

Aldis Purins
WP Financial Planners

“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.”

Brooke Smith
RI Buderim & Noosaville

“Your assistance has been invaluable in helping us deliver high-quality services to our clients. Your proactive approach in managing the work and communicating effectively allows our business to grow and service clients better.”

Izack Fuller
Elliot Watson Financial Planning

Meet Some of the People Behind the Work

Ready to Scale Your Practice?

Discover how our dedicated resources can help you grow your business while maintaining the highest standards of quality and compliance.

Schedule a Meeting

WHY PLANLOGIC'S DEDICATED RESOURCES?

RECRUITMENT & CULTURE

5 stage interview process
500+ applicants of which 4% are selected
6 key assessments to identify best fit.
Values based working environment
Regular workshops and events
Team replacements managed by Planlogic with minimum disruption to practice

TRAINING ON STANDARD TASKS COMPLETED

Technical upskilling programs based on roles
Monthly technical updates & quizzes
Custom training plans to suit practice requirements
Ongoing soft skill development programs
Technical team available for ongoing support

DATA SECURITY

ISO/IEC 27001:2013 certified for eight consecutive years
Data encryption and VPNs
Insurance:

✓ Cybersecurity - AUD 2M

✓ Public liability - AUD 20M

✓ Professional indemnity - AUD 5M

Why Planlogic

Our dedicated advice teams are built on four key pillars that ensure quality, security and seamless integration with your practice.

RECRUITMENT & CULTURE

TECHNICAL TRAINING PROGRAMS

DATA SECURITY

DIGITAL DASHBOARDS & REPORTS

Flexible Pricing Options

Dedicated Paraplanners

Dedicated Client Service Officers

What Our Clients Say

What Our Clients Say

Meet Some of the People Behind the Work

Ready to Scale Your Practice?

Why Planlogic

Our dedicated advice teams are built on four key pillars that ensure quality, security and seamless integration with your practice.

RECRUITMENT & CULTURE

TECHNICAL TRAINING PROGRAMS

DATA SECURITY

DIGITAL DASHBOARDS & REPORTS

Flexible Pricing Options

Dedicated Paraplanners

Dedicated Client Service Officers

What Our Clients Say

What Our Clients Say

Meet Some of the People Behind the Work

Ready to Scale Your Practice?

WHY PLANLOGIC'S DEDICATED RESOURCES?

RECRUITMENT & CULTURE

TRAINING ON STANDARD TASKS COMPLETED

DATA SECURITY

DIGITAL DASHBOARDS & REPORTS

Starting at $1,950 + GST

P A R T T I M E

$1,950

+ GST per month

(19 hours per week)

F U L L T I M E

$3,950

+ GST per month

(38 hours per week)

Starting at $1,550 + GST

P A R T T I M E

$1,550

+ GST per month

(19 hours per week)

F U L L T I M E

$2,950

+ GST per month

(38 hours per week)