Wealth Management

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.

CENTER OF EXCELLENCE

This helps us deliver customised services timely, 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 :

Ongoing review & administration
Pre-SOA, SOA and Post-SOA Services
Implementation Service
Integration of SMSF and
administration
Portfolio Management
Preparing Quotes
Software and Automation
Information Research

Experience

SOAs

 

3000/Yr

ROAs

 

2500/Yr

Financial

Modelling

1500/Yr

SOA

Implementation

1000/Yr

Platforms & Technology

Center Of Excellence (COE)

Develop skills and build best practices in international accounting, accounting automation, financial planning and technology. Build solutions to increase productivity and security for accounting (KPO).

Evolve client relationship management framework to build strategic business alignment and long term partnership.

The COE runs fresher’s training, deep skills training, leadership training and Special Interest Group.

   Scale your business
   Acquire new clients
   across verticals
   Increase Client face time
   Change Management

Contact Us

Write to  biz@carisma-solutions.com.au

Chennai, Tirunelveli & Bangalore in India.

        Regd Office: Buhari Towers, 4th Floor,

        No.4 Moores Road, Thousand Lights,

        Chennai,Tamil Nadu 600006.

   044 2826 0205

Melbourne in Australia.

        APSO Serviced Offices at Toorak Corporate,

        Suite 308/25 Milton Parade,

        Malvern VIC 3144, Australia.

   +61 40916 4237

    Linkedin