More time advising. Less time administering.
BrokViser provides paraplanning and administrative support designed to help Australian financial advice practices operate more efficiently.
Where practice capacity gets stretched
These are the pressure points BrokViser is built to relieve, so advisers spend more of the day advising and less of it documenting.
Paraplanning workload
Advice documentation demands that consume hours better spent with clients.
Administrative burden
CRM upkeep, file preparation and correspondence competing for adviser time.
Workflow bottlenecks
Files stalling between meeting, research, documentation and implementation.
Rising documentation requirements
Growing compliance and disclosure expectations adding to every file.
Limited internal support capacity
Not enough back-office resource to keep pace with adviser output.
Scaling without adding fixed overhead
Wanting to grow the practice without committing to another full-time local hire.
Give advisers more time to advise
BrokViser supports licensed financial advisers and advice practices with research, modelling and documentation.
Financial Modelling
Building modelling and projections to support the strategies your advisers recommend.
Product & Comparison Research
Researching products and preparing comparisons to support advice preparation.
Statements of Advice
Preparing draft Statements of Advice for the adviser's review, in line with your practice's template and standards.
Records of Advice
Preparing Records of Advice documentation for existing clients and ongoing reviews.
Strategy Documentation Support
Documenting agreed strategies clearly, ready for adviser sign-off.
Supporting Material Preparation
Reviewing and preparing supporting material that accompanies client advice.
Advice Implementation Documentation
Preparing the documentation needed to put agreed advice into effect.
Client File Preparation
Assembling client files so they are complete, consistent and ready for adviser review.
Structured back-office support behind every adviser
CRM, file and workflow support that keeps the practice moving between client meetings.
Appointment Preparation
Pulling together the information advisers need before client meetings and reviews.
Document Collection & Follow-Up
Requesting and tracking documents and information required from clients.
CRM Administration
Keeping client and prospect records accurate and current in your practice management system.
Document Preparation
Preparing correspondence, forms and supporting documents ahead of client meetings.
Client Correspondence Preparation
Drafting routine client communications for adviser review and sign-off.
Implementation Administration
Handling the paperwork and follow-up involved in putting advice into action.
The adviser leads. BrokViser supports.
The adviser retains the client relationship and responsibility for advice. BrokViser supports the operational stages in between.
Client Meeting
Adviser-ledThe adviser leads the client relationship, discovery and needs analysis.
Strategy
Adviser-ledThe adviser determines the recommended strategy.
Research
BrokViser supportBrokViser researches products and prepares comparisons to support the strategy.
Paraplanning
BrokViser supportBrokViser prepares draft advice documentation for adviser review.
Advice Documentation
SharedThe adviser reviews, refines and approves the advice document.
Implementation
BrokViser supportBrokViser prepares implementation paperwork and coordinates follow-up.
Ongoing Administration
BrokViser supportBrokViser maintains files and prepares material for ongoing reviews.
How BrokViser works behind your practice
BrokViser is introduced into your workflow deliberately, with clear responsibilities agreed upfront.
Structured Handover
Files and tasks move between your practice and BrokViser through clearly defined checkpoints.
Licensee-Aware Process
Work is prepared in line with your practice's templates and licensee requirements.
Your Standards, Applied
BrokViser works to your practice's checklists, style and quality expectations.
Scalable by Function
Start with paraplanning or administration alone, and expand support as confidence builds.
Systems & Processes
BrokViser is designed to work within the CRM, planning software and document platforms your practice already uses, rather than requiring you to change systems.
Specific software and platform experience is confirmed during your Discovery Call, based on the tools your practice already uses.
How onboarding works
A structured, four-stage process designed to make delegation feel controlled and straightforward.
Discovery
A structured conversation about your current workflows, systems, capacity constraints and where the pressure actually sits.
Workflow Design
The specific tasks, responsibilities and checkpoints for your engagement are documented before any work begins.
Team Integration
The team members assigned to your practice are introduced into your systems and begin working to the Blueprint.
Scale
Performance is reviewed against the Blueprint and support is adjusted, expanded or refined as your requirements change.
Frequently Asked Questions
Common questions from advisers and practice principals considering BrokViser.
No. BrokViser supports licensed financial advisers and advice practices through paraplanning and administrative services. BrokViser does not hold an Australian Financial Services Licence and does not provide personal financial advice to retail clients. The adviser retains full responsibility for the advice provided.
Ready to delegate the work slowing your practice down?
Tell us about your practice and we'll work out where paraplanning or administrative support could fit.