Padua Financial Group

HQ Address

1/8 Manning St, Kiama, NSW 2533, Australia

Website Address

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Business introduction

Optimise your financial advice business

Technology driven advice generation

Padua Financial Group is a financial advice and technology services firm focused on improving financial advice operations for institutions, financial advisers and investors.

Our goal is to provide advisers with the highest quality outsourced paraplanning and transition services. We deliver speed, efficiency, and complete compliance at a fraction of the cost of managing internally.

Our Paraplanners and Transition Managers are local, highly qualified and focused singularly on delivering the best outcomes for you and your clients.

Our technology optimises efficiency and speed giving you complete control, transparency, security and risk management.

Padua Financial Group Solutions

Outsourced Paraplanning

Optimise your practice On average it takes 6.3 hours to complete just one SOA. Imagine what else you could be doing with that time for your clients and your business. Padua's Outsourced Paraplanning delivers rapid, compliant advice generation at a fraction of the cost of in-house teams. Free your resources and scale......

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Outsourced Transition Management

An end-to-end trasition management program Padua's Outsourced Transition Management Services makes it easy for you to transition your client base between platforms or products. Padua's end-to-end transition management program is the most comprehensive, most efficient and most valued service for transitioning your clients. Technology for high volume transitions Padua's Transition Management System enables......

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