What DeeTwo Consulting does

DeeTwo Consulting is a private paraplanning services firm founded in 2020 and headquartered in Ho Chi Minh City, Vietnam, that delivers outsourced Statement of Advice (SOA) and Record of Advice (ROA) preparation, strategy formation, financial modelling, administration support, consulting, and Xplan template design to licensed financial advisers and wealth managers in Australia. The firm is co-founded and operated by Australian nationals Chris Shulha (Director) and Tiana Nguyen (CEO), who together bring more than 28 years of Australian paraplanning experience, supported by a small in-house team in Vietnam including paraplanner and office manager Tien Dang.

The company's core technology stack consists of leading Australian financial planning platforms — XPLAN (IRESS), Advisor Logic, and Midwinter — used for SOA generation, research, and scenario modelling, complemented by a proprietary online task management platform through which advisers submit requests and upload documents. Data is stored in OneDrive and accessed via VPN with encrypted communications, and the Vietnam office is housed in a secured building with fingerprint entry. A custom Xplan template design and coding service extends the offering into reusable software assets tailored to individual advisory practices.

DeeTwo operates on a sales-led, direct-engagement go-to-market, primarily acquired through word-of-mouth referrals and the company website, with pricing structured as a mix of ad hoc unit billing (SOAs from $300, strategy from $250, modelling from $100, admin from $40) and a monthly retainer package (from $2,220 for 60+ hours). A 40% introductory discount is offered on the first SOA, with bulk discounts negotiated case-by-case, and the firm also provides overflow and project-based support to advisory practices that already maintain internal paraplanning teams. The company has no external institutional funding, no patents, and no disclosed regulatory actions.

Name

DeeTwo Consulting

Legal name

Deetwo Consulting

Website

https://deetwoconsulting.com.au

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

DeeTwo Consulting is a Vietnam-based paraplanning services firm, founded in 2020, that prepares Statements of Advice, strategy documents, financial models, and administration support for licensed Australian financial advisers and wealth managers.

Ownership category

akta.pro rank

Product category

Paraplanning Services

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

Operations & Process Improvement Consulting (BPAHACAB)

akta.pro secondary industries

Financial Management & Performance Improvement Consulting (BPAHACAF), Strategy & Corporate Development Consulting (BPAHACAA)

Keywords

• Paraplanning services
• Statement of Advice preparation
• Financial adviser support
• SMSF administration
• Wealth management consulting

Headquarters

HQ city

Ho Chi Minh City

HQ country

Vietnam

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Ad hoc SOA and ROA Preparation: Per-project pricing for Statement of Advice (SOA) and Record of Advice (ROA) document preparation, ranging from $300 per SOA based on complexity.
2. Strategy Formation Services: Per-project pricing for tailored strategy preparation for clients, starting from $250 per engagement.
3. Financial Modelling Services: Per-project pricing for modelling and projections, starting from $100 per engagement.
4. Administration Services: Per-project or recurring administrative support services starting from $40 per task, or monthly retainer from $2,220 for 60+ hours per month with dedicated administrator.
5. Overflow and Project Support: Custom project-based engagements for firms with internal paraplanning teams needing additional capacity or foundation SOA creation after licensee transitions.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

DeeTwo Consulting provides outsourced paraplanning services to Australian financial advisers and wealth management practices. Core offerings include Statement of Advice (SOA) and Record of Advice (ROA) document preparation, strategy formation, financial modelling and projections, administration support, consulting and training, and Xplan template design and coding. Services are delivered remotely from Vietnam using industry-standard financial planning software including XPLAN, Advisor Logic, and Midwinter.

Product overview

DeeTwo Consulting is a paraplanning services firm offering a unified suite of financial planning support services for Australian financial advisers. The core offering consists of six integrated service lines: SOA and ROA document preparation, strategy preparation, administration support and product research, modelling and projections, consulting and training, and Xplan template design and coding. These services are delivered through flexible engagement models including ad hoc project pricing and monthly retainer packages, supported by proprietary processes and task management workflows.

Differentiator

Problem solved

Functional benefit

Products and services

• Preparation of Advice Documents (SOA and ROA) Crafting meticulous Statement of Advice (SOA) and Record of Advice (ROA) documents that meet licensee compliance standards, delivered within a 5-7 business day turnaround after senior paraplanner review. Aimed at Australian financial advisers and wealth managers who need outsourced paraplanning capacity.
• Strategy Preparation Formulating tailored strategies for clients through comprehensive research on client needs and adviser requirements, providing strategy options within 5 business days. Priced from $250 per engagement.
• Administration Support and Product Research Assistance with data entry, research, and advice implementation to ensure smooth operations for financial advisory practices. Priced from $40 per task.
• Modelling and Projections Financial projections services enabling comprehensive views of clients' financial situations and collaborative strategy exploration. Priced from $100 per engagement.
• Consulting and Training Online training services to enhance staff competence and development of streamlined business workflow processes for financial advisory practices.
• Template Design and Coding (Xplan) Design and coding of templates using Xplan financial planning software to enhance generation of advice and review documents for financial advisers.
• Administration Assistance Package (Monthly Retainer) Monthly retainer package starting from 60 hours per month at $2,220, including dedicated administrator support for data entry, research, and calling super and insurance institutions.

Quantifiable outcome

• SOA delivery within 5 business days after receiving all necessary information
• +2 more outcomes

Named customers7 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Genpact: Global professional services and BPO firm with a large financial services practice covering operations, compliance, and back-office support. Represents the scaled, institutional version of the offshore-finance-ops model DeeTwo operates at boutique scale.
• Infosys BPM: BPO arm of Infosys providing finance and accounting, compliance, and operations outsourcing globally, including to Australian financial services clients. Illustrates the cost-arbitrage offshore delivery archetype that DeeTwo competes with at the small end.
• Accenture Operations: Global consulting and operations services firm with a sizable financial services advisory and BPO practice. Sets the enterprise-services benchmark that smaller outsourced paraplanning providers like DeeTwo are positioned against.
• Probe Group: Australia-headquartered customer experience and BPO firm with financial services operations. Demonstrates the local scaled alternative to DeeTwo's boutique offshore delivery for financial sector clients.
• WNS Holdings: Global BPO provider with dedicated wealth and asset management operations serving Australia and the UK. Comparable in that it delivers process outsourcing into regulated financial advisory workflows, though at enterprise scale.

Others

• Midwinter Financial Services: Australian provider of financial planning and advice software (Midwinter) that DeeTwo lists as a core production platform. Adjacent enabling vendor rather than a competitor.
• IRESS (Xplan): Provider of the Xplan financial planning software that DeeTwo uses as its core production tool and offers template design services for. An enabling technology vendor whose platform DeeTwo's services are built on top of.

Direct peers

• Reign Paraplanning: Australian paraplanning outsourcing firm serving financial advisers with SOA preparation, strategy formation, and administration support. Direct head-to-head competitor for DeeTwo in the same customer segment and service mix.
• Outsourced Paraplanning Solutions: Specialist paraplanning outsourcing firm in Australia providing SOA/ROA preparation and modelling for advisory practices. Overlaps directly with DeeTwo's core service lines and target buyer profile.
• ParagAid Paraplanning Services: Australian paraplanning services provider offering SOA, ROA, and strategy support to financial advisers and accountants. Comparable offshore-friendly delivery model and Australian advisor customer base.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/deetwo-consulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about DeeTwo Consulting