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.
BLOG
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
Platforms and Technology
