Boutique outsourced financial paraplanning, research and development firm. DöXA is wholly owned and operated in Australia. The firm is led by a highly-qualified core team with experience in financial research and analysis, software and instrument development, wealth and risk advice as well as compliance and education. Our core team has a combined 50 years of experience across all levels of finance – including institutional, retail and regulatory. Services include: • Production of high-quality Statements of Advice / Records of Advice for Wealth-Investments, Superannuation, Risk-Insurance, Transition to Retirement, and Estate Planning advice. • Investment, Superannuation and Insurance product research and analysis. • Financial Securities research and analysis. • Holistic cashflow modelling. • Needs analysis and advice strategy consultation. • Implementation and maintenance of licensee compliance standards. We can also vet third-party SoAs for quality and compliance in accordance with licensee guidelines. • Back-office functions to support detailed record keeping and database management. • Industry-leading 3-day turnaround times. • All paraplanners who work for DöXA are onshore in Australia. We are Privacy Act 1988 compliant. Your data never leaves our systems, or Australian shores, in any way. • Business scalability without significant CAPEX. Don’t let those leads go cold sitting in your pipeline. We can modularise our services to you. DöXA can provide an integrated service package for your business to fully outsource paraplanning and back-office needs, keeping your business fiscally agile and sales focused. Alternatively, DöXA can serve as a plug-and-play addition to your business by providing specific services on a case-by-case basis for pipeline spillover.
