Financial Planners

Scale Your Financial Advisory Practice with Expert Offshore Support for Admin, Paraplanning, Reporting and Research

CountHQ provides fully managed, outcome-driven global teams to support your advisory workflow, all without the risk or overheads of traditional outsourcing.

Your Next Admin or Paraplanning Team Member is at CountHQ

In the fast-paced world of financial planning, internal admin, research and paraplanning bottlenecks slow you down.
You want to focus on client relationships and less about the tedious tasks.
That’s where CountHQ steps in.

Reimagine Your financial Planning Team for a New Era

CountHQ gives you access to experienced, offshore support teams trained in financial planning support and backed by Australian-led management, so you can improve turnaround times, reduce costs and stay focused on delivering great advice.
Whether you need full-time or part-time team members, we embed our people into your process, so they’re on your team and have your back.

Services Our Teams Provide for
Financial Planners

Administration Support

Fact Finds, product research, document preparation, CRM updates and data entry.

Paraplanning

ROA and SOA preparation, financial modelling and strategy documentation.

SMSF Compliance

Workpapers, financials and tax return prep for advisers managing SMSFs. ICON

Outsource with Confidence. Complete your team.

CountHQ powers tomorrow’s leading financial advisory firms with agile, outcome-driven global paraplanning teams today, redefining what’s possible in finance and accounting support
You can count on us

The CountHQ Process: from planning to performance

We make it easy to get started with flexible, outcome-focused solutions.

Step 1: Introductory Call

We take the time to understand your core admin and advice support needs.

Step 2: Workflow Mapping

Check platforms like Xplan or AdviserLogic and tailor the support plan.

Step 3: Proposal & Onboarding

Confirm your resource mix and timeline.

Step 4: Team Integration

Ongoing calls with your CountHQ manager to streamline delivery.

Step 5: Scale When Ready

Add roles and functions as your firm grows.

COUNT ON US

Where Smart Advice Firms Build Support that Scales

We’re Advisors to Advisors

Our background with financial planning firms means we understand the process and pain points.

End-to-End Admin & Advice Support

From admin to SOAs, our model reduces turnaround time, frustration and workload.

Internal Management Structures

Your team is supported by experienced CountHQ managers and financial specialists, so they’re not left to fend for themselves.

Faster Onboarding, Better Continuity

We hire and train paraplanners ahead of time to deliver consistency and reduce turnover.

Workflow - Integrated Support

We work in your systems, including Xplan, AdviserLogic, Worksorted and more.

Shared Responsibility

You’re not alone. We also take accountability for outcomes.

Paraplanning and Administration Case Study

Melbourne Firm engages 2 FTE's with CountHQ to support their Paraplanning and Administration functions

AT A GLANCE

Outcomes

Reduced costs 35% when compared to the hiring cost of one Graduate, and one Intermediate

Successfully commenced onboarding within 2 weeks of contact

Commenced with 1 Admin FTE, and added an Intermediate Paraplanner FTE within 60 days

THE CLIENT

Our client is based in Melbourne, with a team of 6 Advisers and 3 support staff

THE SOLUTION

What You Get with CountHQ

Fully managed paraplanning and admin team

Transparent pricing and fast onboarding

Workflow-mapped integration with your advice platform

Improved financial advisory document turnaround

Consistency and reduced reliance on in - house staff

CountHQ vs Traditional Offshoring

Traditional Offshoring
Speed to Start
Within 7 days (usually 48 hours)
Slow, with possible set-backs
Training Requirements
Workflow and Process Only
Skill-based training
Oversight Required
Minimal
High
Provider Support (Technical)
High
None
Continuity Support
Built in
Only if staff leave
Client Involvement
Workflow and Process Based Only
Depending on Staff Performance

The CountHQ Difference

At CountHQ, we’re more than an offshoring paraplanner staff service. We’re your partner in financial advisory success.
We integrate seamlessly with your team, providing the right talent with the oversight, accountability and reliability that’s essential to your business’ growth.

We are Redefining Outsourcing for businesses Across Australia

Our structured, managed team solution removes the burden of recruitment, onboarding, retention and oversight.
Unlike contractors or traditional outsourcing firms, we work closely with your financial advisory firm to understand your needs and deliver consistent, outcome-driven results.
We provide stability and peace of mind, backed by experienced professionals and a system designed for transparency, efficiency and growth.

Platform Expertise

We support all major platforms used in Australian financial advisory, including:

Xplan

AdviserLogic

Worksorted

MyProsperity

Microsoft 365

Platform Expertise

We support all major platforms used in Australian financial advisory, including:

What Our Clients Are Saying

I’ve worked with Ben and his team at CountHQ on two separate occasions to boost our finance firepower at companies I’ve worked at. Ben is approachable, quickly understands what you’re looking for and leads an excellent team that operates and executes at a high level.
Our extended team at CountHQ have become integral members of our finance function. They are responsive to guidance, proactive with process improvement suggestions, and consistently delivering quality outcomes.
I’ll use them time and time again.

Michelle (Head of Finance)

The CountHQ team have been a part of our firm for 2 years now providing high quality support in our growing firm. We continue to grow our team at CountHQ due to their high standard of work, their great communication and ongoing on-time performance. The extra layer of review and manager insight they provide is excellent. We recommend this team to any firm looking to scale.

Falanga & Co

CountHQ came on board when our finance department was in disarray, and in under a year they’ve completely turned it around. We now have a functional, responsive, and reliable finance team. Their support has been instrumental in helping us navigate tough industry conditions, and their clear communication and can-do attitude make them a pleasure to work with. Highly recommended.

Speakeasy Hospitality Group

We were introduced to Ben as an option when reviewing our outsource model, so pleased we were, as the level of professionalism, support and engagement is far better than we have encountered anywhere else. The people we work with feel like they are part of our team and we now use them for Bookkeeping, Tax preparation and Financial Planning support.
The time taken to undertake our jobs is very favourable, and its all done with a great sense of humour.

Bullot & Rankine Chartered Accountants and Financial Planning

We’ve worked with CountHQ for 4 years. Ben, Alex and their team were instrumental in helping us set-up a platform for growth in our Tax Division. They don’t just provide staff, they provide insights and collaborate on workflow, workpapers and process. We’ve grown our CountHQ team 4 fold over our tenure working together. CountHQ handles all the team structuring and staffing allocations, so our team only has to focus on the workflow.

Obsidian Advisory

We’ve been using CountHQ for the past year for outsourced accounting, bookkeeping, and tax services, and we’re very impressed with their professionalism and efficiency. Their amazing team has not only supported our business but also made our clients’ work significantly easier through their accurate, timely, and streamlined processes. Their responsiveness and attention to detail have been outstanding. We highly recommend CountHQ to any business or advisor looking for a reliable and skilled outsourced accounting & bookkeeping services partner.

Acro Accounting and Acro Financial Planning

After trying multiple other Outsourcing models and companies, we found CountHQ. We were initially attracted by CountHQ’s Managed Resource Model. Their attention to detail and organisational structure behind the team has been the difference maker. Our Management Team is really excited as we now have a safe base to grow our Offshore Team with a trusted partner.

Stoneturn Brokers

We’ve used other Outsource providers in the past, and find CountHQ’s service levels far superior. We receive support in Tax, Bookkeeping and SMSF, and highly recommend their services. The ability to think through processes and strategise directly with Founders has been very useful to us as a Practice.

McCormack Accountants & Advisors

Our Finance Function and team was in disarray, with poor processes, reporting and staff turnover. The CountHQ team managed to stabilise the ship, and implement new, robust procedures which have taken a huge load off our shoulders, while reducing our total spend in the area. We continue to refer them to anyone who asks.

Create Catering

Let’s Reimagine Your Financial Planner Support Team for A New Era

Let’s discuss how our next-gen offshore people solution can deliver scalable, expertly managed admin and paraplanning teams to support your business growth in today’s evolving world.
You can count on us. Give us a call to learn more.
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CountHQ For Financial Planners FAQ's

We offer a managed solution, not just an individual. Your team is overseen by CountHQ managers to ensure delivery and paraplanner performance.
Yes. We offer a combined model where admin and paraplanning support is tailored to your workload.
Most SOAs are returned within 3–5 business days, depending on complexity and your business’ operations style. Turnarounds are part of our SLA.
Absolutely. Our offshore financial advisory team integrates with your workflow and uses your templates, so you maintain consistency with branding and compliance.