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Let's talk about how our tech-enabled paraplanners can work for you.

We've developed Australia's most innovative and forward-thinking paraplanning team. How do they do it? They use Padua Software. They are a data-enriched, tech-enabled paraplanning team, at your service.

Value-creating advice

  • Time

    We give you your time back.

    • We give you up to 30% more time back than in-house or other outsourced Paraplanners.
    • We allow you to spend more time with more clients.
  • Cost

    A team of advice experts at a fraction of the cost.

    • We provide a dedicated team of experts so you can remove the overheads of an in-house team
    • Our tech-enabled team streamlines compliance and workflow management, further reducing costs.
  • Quality

    Our advice documents are industry leading.

    • 100% onshore and Australian owned.
    • Confirmation of strategy upfront with a 3-step review process at the back-end.
  • Trust

    Your clients will be engaged & your advice trusted.

    • We are the first line of compliance defense addressing potential issues upfront.
    • Our team of experts help support you to deliver the best outcome for your clients.

We're not changing advice,
but we are changing the way you do it

  • Dedicated team of experts

    Our highly skilled and dedicated onshore team of Quality Assurance Managers and Paraplanners will challenge you to ensure you get the best outcome for your clients.

    Our team have a degree accreditation as a minimum, and are all furthering their qualifications through the Padua Academy.

  • Comprehensive & compliant

    We provide three quality gateways so your advice documents are thoroughly vetted and compliant.

    Quality Assurance Managers are responsible for everything that comes in and goes out from Padua – so you have the comfort of best-in-class risk management.

  • Fast & consistent turnaround

    Our intuitive templates, quality assured content and tech-enabled process allows us to create advice documents up to 10 times faster than industry averages.

    Total transparency with tracked progress means you always know where your advice documents are in the process.

  • Strategically technical

    Our highly skilled team of Quality Assurance Managers and Paraplanners will challenge you technically to ensure you get the best outcome for your clients.

    Together, we’ll help you provide Value-Creating Advice for your clients, faster.


Pricing

SOA

  • $ 350

    Initial strategy

  • $ 75

    Each additional strategy

Includes:

  • Two (2) Dedicated Quality Assurance Managers
  • Senior & intermediate paraplanners
  • Unlimited advice requests with quarterly reconciliation
Buy now

ROA

  • $ 250

    Initial strategy

  • $ 75

    Each additional strategy

Includes:

  • Two (2) Dedicated Quality Assurance Managers
  • Senior & intermediate paraplanners
  • Unlimited advice requests with quarterly reconciliation
Buy now

Want more value-creating advice?

Software

Let's talk about how our software can create more value for your clients.

Learn more

Data

Let's talk about how our data can help you with value-creating advice.

Learn more

The value your advice creates is the new measure of quality.

Your clients deserve value-creating advice.

Get in touch