Loan Processing
The complete loan processing solution for Advisers and Accountants looking to provide their clients a lending benefit.
Para Planning
An outsourced para planning solution for Financial Advisers.
For Clients
How our outsourcing solutions work, and our promise to you.
Powering your Back Office
BOSS Para-Planning takes the hassle out of SOA's. Compatible with all major financial planning software and conveniently structured to offer you three different levels of support:
- Limited SOA's
- Standard SOA's
- Comprehensive SOA's
We pride ourselves on providing a high quality and compliant para planning service with fast turn around times.
Download a copy of our Para Planning brochure.
- Apogee Financial Planning
- Centre Capital Securities
- Colonial Geared Investments
- Financial Planning Services
- First Capital Financial Planning
- Garvan Financial Planning
- Godfrey Pembroke
- Great Pacific Financial Group
- Hubb Financial Group
- Infocus Securities
- Lonsdale Financial Group
- Matrix Planning Solutions
- MLC