Exakt
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Consulting I Paraplanning I Support Services
Our purpose is to help financial advisers navigate through the ever-changing landscape of the financial planning profession by providing a bespoke service that is simple, efficient and compliant.
03/10/2022
Is your office paperless?
08/09/2022
We ensure that your data is safe and secure! Contact us today!
29/08/2022
We always ensure to provide the same standard of work as our clients, Financial Advisers.
24/08/2022
Email Security Prevention and Protection Guide
03/08/2022
Why Financial Advisers are recommended to use Outsourced Paraplanners.
13/07/2022
Financial Advisers expectations from Paraplanner.
04/07/2022
Why do Financial Advisers need a Paraplanner?
Consulting
11/05/2022
Summary of Australian Tax 2022-2023
04/05/2022
Superannuation changes effective 1 July 2022.
20/04/2022
Are you holding complete and compliant client files?
We can be your second pair of eyes!
15/04/2022
Wishing you a very happy Easter. Thanks for trusting and choosing us.
06/04/2022
We will promptly deliver your SOA, ready for presentation to your client.
Click here to claim your Sponsored Listing.
Contact the business
Website
Address
71 Parry Street
Perth, WA
6000