Our Services
PARAPLANNING & ADMIN SERVICES
We are your offshore paraplanning and admin team – producing high-quality documents and admin services with short turnaround times. This is a permanent cost-effective solution to a big problem for many Financial Planning practices in Australia.
ACCOUNTING SERVICES
We are your offshore accounting team – offering end to end accounting services. More than 30,000 Australian companies use offshore staff to reduce costs, improve efficiencies and lift job satisfaction. Why don’t you join them?
What we provide
Our paraplanners are experienced Xplan users who can run the following processes for you:
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- Projections
- Insurance Needs Analysis and Quotes
- Products and Investments Research
- Perform comparisons for product and advice strategies.
- Continuous update of processes to meet ever-changing regulations, and standards.
Documentation
We have a well-developed portfolio of documents, everything from File Notes, Fact Find (Questionnaires) to Strategy Request (Paraplanning request). Our team can write advice documents for Individual clients, as well as other entities like SMSF, Trusts, and Businesses.
Team Quality
Compliance Development and Training We are partnered with Kaplan Professional. We only deserve the best!
Teambuilding
Life in the post-coronavirus age is about maintaining quality relationships with our peers. We encourage monthly team social get-togethers over lunch and other annual events such as Business Retreat.
Monitoring & Oversight
Continuous monitoring is built into all documentation and advice processes. We can also assist in SoA pre-vetting so you don’t have any compliance or breach reporting headaches.
WHO WE ARE
Malkoha Outsourcing Corporation is a Philippine-based firm offering comprehensive paraplanning services to financial planning businesses based in Australia. We are a team of professionals who are responsible for completing the baseline, non-customer-facing work for financial planners. We prepare and construct plans outlined by you, so you could focus on growing your business and devote your time to your clients.
We are here to help and support your success wherever your business takes you.