Financial Planning

Understanding what an outsourced financial assistant can do for your wealth management firm is the ultimate game-changer for scaling your daily operations without burning out. Many financial advisers reach a point where client onboarding, administrative upkeep, and regulatory documentation consume more time than actual face-to-face client advising. Instead of hiring an expensive, local paraplanner or […]

  The cost to hire a financial planning assistant in Australia depends on whether you hire locally or outsource offshore. A locally hired financial planning assistant typically costs between $55,000 and $85,000 per year in base salary, plus an additional 25–35% on top when you factor in superannuation, annual leave, sick leave, WorkCover, and equipment.