Paraplanning Direct
Paraplanning Direct is a privately held boutique paraplanning firm in Perth, Australia, providing outsourced strategy papers, financial modelling, statements of advice, and technical review services to financial advisers across Australia.
- Company typePrivate
- Founded2009
- HeadquartersWanneroo, Australia
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Paraplanning Direct does
Paraplanning Direct is a privately held, boutique paraplanning firm headquartered in Perth, Western Australia, providing outsourced technical paraplanning services to financial advisers across Australia. Founded in 2009 and led by Principal Brigitte Julien (CFP-qualified, in financial planning since 1996), the firm is positioned as a strategic partner rather than a transactional document producer, offering sounding-board engagement alongside document preparation.
The firm's core service portfolio comprises four offerings: Strategy Papers (discussion documents based on client questionnaires), Financial Modelling (retirement snapshots, cashflow and tax modelling under multiple scenarios), Statements of Advice (tailored advice documents prepared on behalf of advisers), and Technical Review (strategy refinement incorporating regulatory and market changes). These are supported by ancillary services including Data Entry/CRM Maintenance, Risk Research, Super Research (via the IRESS platform), and Comprehensive Reviews. Technology is described as streamlined processes with templates customized per adviser workflow, leveraging remote delivery tools to serve clients nationwide despite the Perth headquarters. No proprietary software platform, API, mobile application, or AI/ML capability is disclosed.
The revenue model is professional services on a quote-based pricing structure with multi-year contract cadence, distributed through direct sales and direct-to-adviser engagement (including free consultations). The customer base consists of small and mid-market financial planning practices, insurance specialists, and enterprise financial advisory firms in Australia, with named clients including Sallis Financial Planning, Succession Matters, Insurance Champions, and Advanced Wealth Professionals. Marketing is conducted primarily through content marketing (company website, Advisers' Corner blog, testimonials page) and organic social channels (Facebook, LinkedIn, Twitter). The firm is privately held with no external investors, no parent company, and no subsidiaries.
Paraplanning Direct firmographics
Firmographics- Name
- Paraplanning Direct
- Legal name
- Paraplanning Direct
- Website
- https://paraplanningdirect.com.au
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Paraplanning Direct is a privately held boutique paraplanning firm in Perth, Australia, providing outsourced strategy papers, financial modelling, statements of advice, and technical review services to financial advisers across Australia.
- Ownership category
- akta.pro rank
Where Paraplanning Direct is headquartered
LocationHeadquarters
- HQ city
- Wanneroo
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Paraplanning Direct business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Paraplanning Services: Outsourced paraplanning services to financial advisers including Strategy Papers, Financial Modelling, Statements of Advice, and Technical Reviews. Offered on ad hoc or preferred paraplanner service basis.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Quote-based pricing |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
Paraplanning Direct product offering
Product offeringCore offering
Paraplanning Direct is a boutique paraplanning firm based in Perth, Western Australia that prepares strategy papers, financial modelling, statements of advice, and technical reviews on behalf of financial advisers and accounting firms. The firm operates as an outsourced technical support provider to licensed advisers who need compliant, well-documented advice documents. Founded in 2009 by Principal Brigitte Julien, the firm serves Australian financial planning practices requiring specialist paraplanning capacity.
Product overview
Paraplanning Direct is a boutique paraplanning firm offering outsourced financial advice document preparation services to financial advisers across Australia. Their core service portfolio consists of four main offerings: Strategy Papers (strategic discussion documents), Financial Modelling Service (scenario analysis and retirement planning), Statements of Advice (tailored client advice documents), and Technical Review Service (strategy refinement). These core services are supported by ancillary offerings including Data Entry/CRM Maintenance, Risk Research Service, Super Research Service (using IRESS platform), and Comprehensive Review Service. The firm positions itself as a strategic partner rather than a mere document producer, offering services on an ad hoc basis or as preferred paraplanner service, with templates customized to individual adviser requirements.
Differentiator
Problem solved
Functional benefit
Companies that use Paraplanning Direct
Customer profileNamed customers5 records
Segments2 records
Ideal customer profiles2 records
Paraplanning Direct technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
Paraplanning Direct partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights3 records
Paraplanning Direct competitors and assessment
Company assessmentBroad incumbents
- Midwinter: Australian financial planning software and advice platform that provides tools used by advisers and paraplanners for modelling, SOA production, and practice management. Comparable as a substitute for Paraplanning Direct's strategy-paper and financial-modelling services, but at a software rather than services level.
- Praemium: ASX-listed wealth management and advice technology platform serving Australian advisers with managed account and platform capabilities. Comparable as an established incumbent in the Australian adviser technology stack that competes for the same practice workflow.
- HUB24: ASX-listed platform provider for advisers, wealth managers, and accountants, offering portfolio and reporting tools used in advice practices. Comparable as an adjacent incumbent whose platform offerings overlap with elements of the adviser workflow Paraplanning Direct supports.
- Class Limited (now Class): ASX-listed (then taken private) SMSF and accounting software platform used by Australian financial advisers and accountants. Comparable as an established technology incumbent in the adviser back-office ecosystem.
- Iress (Xplan): ASX-listed financial technology company whose Xplan platform supports financial advice practices, including modelling, SOA generation, and paraplanning workflows. Comparable as a platform-level alternative that automates many tasks Paraplanning Direct performs manually.
Emerging players
- Conquest Planning: Australian financial advice technology firm providing a cloud-based advice and paraplanning platform focused on fast, compliant SOA production. Comparable as a technology-enabled challenger that competes for the same adviser workflow that Paraplanning Direct services.
- Advice Intelligence: Australian advice technology company offering tools and platforms for financial advisers, including document production and workflow automation. Comparable as an emerging software-led alternative to outsourced paraplanning services.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Paraplanning Direct social profiles
Digital presenceParaplanning Direct financial estimates
Financial estimateRevenue estimate
Valuation estimate
Paraplanning Direct leadership team
Management profileNumber of profiles
Profiles1 record
Paraplanning Direct funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Paraplanning Direct M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Paraplanning Direct
What does Paraplanning Direct do?
Paraplanning Direct is a boutique paraplanning firm based in Perth, Western Australia that prepares strategy papers, financial modelling, statements of advice, and technical reviews on behalf of financial advisers and accounting firms. The firm operates as an outsourced technical support provider to licensed advisers who need compliant, well-documented advice documents. Founded in 2009 by Principal Brigitte Julien, the firm serves Australian financial planning practices requiring specialist paraplanning capacity.
Is Paraplanning Direct a public or private company?
Paraplanning Direct is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Paraplanning Direct founded?
Paraplanning Direct was founded in 2009. It employs 1 to 10 people.
Where is Paraplanning Direct based?
Paraplanning Direct is headquartered in Wanneroo, Australia, in the Oceania region.
How does Paraplanning Direct make money?
One revenue line is on record: paraplanning Services.
Who are Paraplanning Direct's main competitors?
Broad incumbents on record are Midwinter, Praemium, HUB24, Class Limited (now Class) and Iress (Xplan). Emerging players are Conquest Planning and Advice Intelligence.
Does Paraplanning Direct have an API?
No public API is recorded for Paraplanning Direct.