Outsourced Paraplanning and
Intelligent Automation for Australian Financial Advisers
The adviser population is shrinking. Compliance obligations are growing. And good paraplanners are getting harder and more expensive to find. Valenta gives Australian advice practices a qualified, dedicated team, plus intelligent automation to make them more efficient than traditional staffing alone.
More than paraplanning.
A managed service that scales with your practice.
Outsourced paraplanning in Australia means SOA and ROA preparation, strategy research, insurance analysis, SMSF administration, and client admin, handled by a qualified external team, trained in Australian legislation, ASIC requirements, and your planning software platforms.
Valenta goes further by combining expertise with AI-powered intelligent automation. For practices hesitant about automation after poor results elsewhere, our approach is expertise-led and phased: we know Australian advice processes well enough to identify exactly where automation saves time and where human oversight stays essential.
Empieza con un asistente de planificación financiera. Empieza con la automatización. La mayoría de las empresas terminan adoptando ambas cosas.
The number of licensed advisers in
Australia is falling. The workload isn't.
Post-Hayne compliance obligations have made advice production more time-intensive than ever. Finding qualified paraplanners onshore is expensive and competitive. Most practices can't afford the time it takes to produce SOAs in-house, and can't afford not to.
The fullest service
stack in the Australian advice market.
From SOA preparation to SMSF administration to loan processing. All in one managed engagement.
Paraplanning
SOA and ROA preparation
Superannuation, insurance, investment research, debt management, retirement planning, investment outside super
Compliance documentation and strategy implementation paperwork
Super fund comparison and investment options analysis
Pre-assessment and quote preparation
Life insurance strategies and analysis (personal and business)
Financial Services Admin
All Pre-SOA and Post-SOA tasks
Annual review preparation and customer service management
Fees disclosure statement preparation
Bookkeeping, invoicing, payroll, and commission tracking
CRM management (Nuclear CRM and others)
SMSF Administration
Full SMSF administration and compliance
Corporate secretarial and ATO correspondence
New entity set-up
SMSF tax and compliance including audit (registered Australian SMSF Auditor)
BGL, Class Super, and SuperConcepts expertise
Accounting and Bookkeeping
Bookkeeping, payroll, and superannuation processing [VG4]
Accounts payable and receivable
Business and personal tax returns, BAS lodgements, and forecasting
Annual financial accounts
Loan Processing
Serviceability calculators and compliance document preparation
Discharge forms, FHOG forms, and lender application preparation
Follow-up with lenders through to settlement and post-settlement updates
Data entry into CRM and ordering valuations
Dedicated document collection portal for mortgage brokers
Automatización inteligente impulsada por IA
Recepción automatizada de documentos y extracción de datos
Automatización de los flujos de trabajo en los procesos de incorporación, cumplimiento normativo y presentación de informes
Integration with your existing planning and admin software
Supervisión con intervención humana en cada etapa
Trained in Australian planning and accounting platforms
Our team is operational in your systems from day one.
Trusted by 5 of the 10 top dealer groups in APAC.
of the top dealer groups in APAC are Valenta clients
planes financieros elaborados por el equipo de gestión patrimonial de Valenta a nivel mundial
client satisfaction rate across Valenta's wealth management client base
standard SOA turnaround for straightforward strategies
Up and running in
four to six weeks.
Discovery
A free 60-minute session covers your current processes, tech stack, compliance framework, and turnaround requirements.
Setup and Onboarding
We match you with qualified Australian-market-trained staff, configure system access, and document your SOPs.
Quarterly Reviews
Regular performance reviews track quality, solve issues early, and align on the next phase of growth.
900% broker growth.
48% fewer errors. 3x faster reporting.
An Australian financial firm with deep industry expertise was stretched thin, unable to build out the back-office team needed to match its growing business demands. After partnering with Valenta, broker numbers grew by 900% and processing errors dropped by 48%.
A separate Australian wealth management firm was processing over 1,500 monthly data entries manually, relying on 20 temporary staff to handle new business volumes. After implementing Valenta's AI-powered Digital Assistant solution, financial reporting was completed three times faster, temporary headcount was eliminated, and advisers had capacity for high-value client work.
Cliente destacado: MWA
Nuestra alianza con Valenta nos ha permitido externalizar procesos clave, lo que ha aumentado significativamente nuestra eficiencia operativa. Trabajan en estrecha colaboración con nuestro equipo para comprender nuestras necesidades y optimizar los flujos de trabajo de manera eficaz. A medida que nuestro negocio se ha expandido, Valenta se ha adaptado a nuestro crecimiento y ha respondido con rapidez a nuestras necesidades cambiantes de recursos.
Preguntas frecuentes sobre soluciones de gestión patrimonial
Outsourced paraplanning in Australia means working with a specialist external team to produce SOAs, ROAs, and supporting research and compliance documents, trained in Australian legislation, ASIC requirements, and the planning software your practice uses.
Most providers offer staffing only. Valenta combines qualified human paraplanners with AI-powered intelligent automation. For practices that have tried automation and been burned, our approach is phased and expertise-led, we understand Australian advice processes well enough to know exactly where automation saves time and where it doesn't.
Yes. Our Australian paraplanning team is trained in Australian financial planning legislation, ASIC compliance requirements, and dealer group-specific processes. Valenta holds ISO 27001 certification for information security.
Standard SOA turnaround is two business days for straightforward strategies. More complex multi-strategy SOAs take longer. Turnaround times are agreed during onboarding and tracked via quarterly reviews.
IRESS Xplan, AdviserLogic, Midwinter, Plutosoft, Platform+ AMS, plus SMSF platforms including BGL, Class Super, and SuperConcepts, and accounting software including Xero, MYOB, and Reckon.
Yes. Full SMSF administration and compliance management, including corporate secretarial work, ATO correspondence, new entity set-up, SMSF tax, compliance, and audit coordination signed off by a registered Australian SMSF Auditor.
With Valenta you get a managed service, team oversight, quality control, backup resourcing, IT and security infrastructure, ISO 27001 certification, quarterly reviews, and access to intelligent automation. No recruitment, no training overhead, no lock-in contract.
Most practices are live within four to six weeks, covering discovery, process documentation, system access setup, and workflow training.
Talk to your local
Valenta Managing Partner.
Book a free consultation and find out exactly what capacity relief looks like for your practice. No commitment required.