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Your advisers should be in front of clients not building Statements of Advice. 10th House delivers structured offshore paraplanning support SOA and ROA production, research, cashflow modelling, and ongoing advice administration under Australian governance and your quality standards.
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For Australian financial planning firms, the gap between the adviser conversation and the delivered SOA is one of the biggest drags on revenue and client experience. Paraplanning is skilled, time-intensive work and qualified paraplanners are expensive and hard to retain locally.
ASIC's advice quality obligations and FASEA's standards mean there is no room for shortcuts in SOA construction. Generic offshore paraplanning without Australian regulatory awareness creates compliance risk, not efficiency.
What you need is a paraplanning team trained to Australian licensee standards, working inside your practice's templates and review structure.
Your 10th House paraplanning team works within your licensee framework, using your SOA templates, your research tools (Morningstar, Lonsec, Zenith, VIX Verify), and your modelling software (Xplan, COIN, Midwinter). Every SOA or ROA is structured, researched, and review-ready aligned to your Responsible Manager's expectations.
We don't produce generic advice documents. We produce your firm's documents — on your templates, to your standards, ready for your adviser to review and present.
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