What we do
We provide holistic Financial Planning solutions to Financial Advisors & Wealth Management experts. Our experienced team of qualified paraplanners professionals are well versed with quality requirements and compliances of financial planning businesses in Australia.
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The Role of Financial Institutions in Encouraging Responsible Investing
Financial Institutions play a vital role in promoting responsible investing, impacting both individual investors and the broader market
Read moreOur Services
This helps us deliver customized services in a timely manner, creating a scalable business model for you. You could choose your in-house champion at Carisma who will ensure that the plan being developed is a true reflection of your client’s goals, objectives and needs. Our services include but are not limited to:
- Client setup & Fact Find
- File notes
- Review packs
- FDS & CSAs
- Statement of Advice
- Record of Advice
- Execution Only
- Customized SOA template
- Online application
- Liaise with Product and Fund Managers
- Follow up with Insurance providers
- Mailing to confirmation letters
- SMSF Investment Strategy
- Pension and Contribution Tracking
- Data feed from Class Super
- Tax Packs
- Annual review packs
- Performance Reports
- Research Reports
- Investment Tracking and Analysis
- Quote Generation & Comparison
- Insurance summary
- Pre-Assessment
- Overdue premiums follow-ups
- Customized CRM Support
- Risk Profile tool
- RPA Solutions
- Power BI Solutions
- Platform Comparison
- Portfolio Analysis
- Investment Tracking
- Migration Support
- Projections
- Retirement
- Debt Management
- Aged Care
Experience
3000/Yr
SoAs
2500/Yr
RoAs
1500/Yr
Financial Modelling
1000/Yr
Clients across the globe