We support Financial Planners
and Advisers to efficiently
meet their client’s needs.
Why Us
We deliver back-office Paraplanning and Research services allowing our clients to reduce their involvement
in administrative functions, freeing them to meet clients and grow their firms.
Our managed resource model drastically reduces the time our clients have to spend with their offshore teams compared to other providers. Our model protects clients from staff turnover and re-training risk creating a flexible and dynamic offshore team.
Quality Staff
Our Paraplanning and Administration Resources already have experience supporting Australian Financial Planners and are backed internally by Senior Technical Account Managers.
Flexible Delivery
We offer Ad-hoc, Part Time, Full Time and Team solutions. We are able to use your systems and templates or use our own.
Turnover Protected
Each client is allocated a Manager as well as their offshore Team Member. Client process knowledge is handled at the Manager level, reducing the risk of staff turnover in your offshore team.
Free Trial Jobs
We are happy to offer free tirals to ensure we are a fit for your firm’s requirements before making any commitments and final decisions.
Our Services
SOA / ROA
Product Research and
Recommendations
Financial Modelling
Retirement Planning /
Analysis
Fact Find
SMSF, including
LRBA’s
Frequently Asked Questions
Xplan (iress), Adviser Logic and Midwinter are some of the main software our team is familiar with. Our team also has experience with other software and is able to work within any environment.
We’ll call you within 24 hours, however our average response (within business hours) is
less than 2 hours. If you’d like to chat now, give us a call!
Yes, we process thousands of SMSFs per year. We have a specialist SMSF team that is experienced working with Financial Planners. Please reach out for our services guide.
While you will be allocated a direct team member, they are part of internal management structures at CountHQ. Their Technical Account Manager remains responsible for outcomes and joins every workflow call with you. They also review work ensuring your Australian team members spend significantly less time with their CountHQ team compared to other providers.
Software Partners
