Our Services
Paracompliance
Paracompliance is not traditional compliance consulting.
It’s a supportive, collaborative service that empowers financial professionals to do compliance well without feeling burdened.
Like paraplanning, it’s about expert assistance behind the scenes, enabling you to stay compliant while focusing on client service and growth.
View detailsSustainability without complexity
We help financial planning firms integrate sustainability into advice processes in a way that is clear, compliant and client focused.
Our service combines technical expertise, ethical insight and practical tools to ensure that sustainable and responsible investment principles become a natural part of your business rather than an added burden.
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Training that empowers, not overwhelms
Our training isn’t about ticking boxes, it’s about building confidence and competence.
We deliver practical, engaging sessions that help financial planning professionals integrate compliance, sustainability, and technical excellence into everyday practice.
Mastering Behavioural Biases and Sustainability: Elevate Your Advice and Influence
Our specialist training helps financial planners and asset management business development managers to master behavioural biases—the unseen forces shaping decisions.
Learn about sustainability, how to anticipate client behaviour, deliver sharper advice, and gain a competitive edge in a market where psychology matters as much as performance.