Your Partner in Financial Growth and Business Excellence
We partner with your advice operations to help you establish best-of-breed practices and provide high-quality administrative support on a dedicated staff member basis.
50
Advisers Assisted
25
Practices Partnered With
100
Documents Prepared
Paraplanning
We can complete all your advice document generation processes, while also complying with the most up to date professional standard requirements.
Practice Management
We can help you establish best-of-breed practices by partnering with your advice operations and provide high-quality administrative support on a dedicated staff member basis, using your preferred CRM.
Managed Services
Our team of experts can manage your technology and provide seamless solutions in order to enhance your efficiency, reduce downtime and scale your operations with confidence.
Accounting
Our team of specialists can support all your accounting and audit processes.
Why Us
Let's Engage!
Our mission is to provide comprehensive business solutions that cater to your unique needs, fostering growth, and driving success. We understand that every organization is distinct, and our tailored approach ensures that we address.
We partner with our clients to provide them with a solution that best meets their needs and saves them time and money.
We want to help businesses grow, improve their operational efficiencies and power their growth.
Meet Our Team
Meet our dedicated team of professionals harnessing a diverse range of expertise to provide you with tailored solutions for your unique business needs.
Craig is an experienced financial markets professional with over 25 years of experience in the industry, having worked at top tier financial institutions including Commonwealth Bank of Australia (CBA) and Macquarie Private Wealth. During this time, Craig has gained a wealth of experience in business operations, investment and risk management and financial planning.
As the Chief Executive and co-founder of Engage Financial Solutions, Craig is passionate about helping businesses overcome the operational challenges often experienced with growth. Under his leadership, Engage Financial Solutions has become a trusted partner that helps financial advice practices streamline their operations, reduce costs and improve efficiency, therefore freeing up their time to continue to build their business and deliver exceptional outcomes for clients.
Charles has over 26 years of experience in building successful financial services businesses. He has worked in leading advice firms such as ipac Securities and Macquarie Private Wealth, and has an extensive track record in partnering with firms to enhance their operating models and boost productivity.
When he’s not working Charles enjoys scuba diving in the tropics, playing golf, and savouring interesting food and wine experiences.
Andreana began her career as a paraplanner and quickly rose through the ranks, gaining valuable experience in all aspects of the industry. With over 10 years of experience in the financial services industry, Andreana has a deep understanding of the complexities and nuances of paraplanning. Her passion for mentoring and coaching others has been instrumental in the success of many paraplanners, and she is highly regarded as a knowledgeable and trusted consultant by colleagues and clients alike.
Andreana is a passionate Formula 1 enthusiast and devoted family person. Beyond her passion for watching races and examining driver stats, she finds joy in spending quality time with her loved ones and doting on her two pet dogs. She believes that work-life balance is key to achieving a healthy and fulfilling lifestyle that encompasses both personal and professional aspirations
Sharad co-founded ACP Asset Management, is a member of its Board of Directors, and serves on the Investment Committee.
Sharad is responsible for sourcing, executing acquisitions and monitoring several of ACP Asset Management’s portfolio companies. He serves on all investee company boards and maintains strong personal relationships with all stakeholders across the investment spectrum.
Prior to founding ACP Asset Management, Sharad trained and practiced as a corporate M&A lawyer in both Sydney and Abu Dhabi and has worked for several global law firms including Linklaters, Allens Arthur Robinson, and DLA Piper. He holds a Bachelor of Business and a Juris Doctorate from the University of Technology, Sydney.
We aim to lead a community to lasting financial well-being while fostering growth, security and resilience in their business journey and self.
We aim to lead a community to lasting financial well-being while fostering growth, security and resilience in their business journey and self.
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Contact Us
Governor Phillip Tower, Level 36, 1 Farrer Place, Sydney, Australia 2000
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How do you work with our Engage team member?
We’d like you to think of our staff as part of your team. They are contactable via video conference, email, or phone during office hours.
Our systems and proactive communication keep you informed of the status of all work-in progress. This helps you manage your next steps with clients to deliver a great experience for them.
How do we address the data security and privacy requirements?
Our office and systems are configured to meet the highest standards in cybersecurity, physical controls, and IT operations. We also actively train our staff to ensure consistent adherence to these standards, as well as responsiveness to new requirements as they arise.
We will help you complete any formalities required by your licensee.
For more on how we keep your data safe, please review our Data Security page and Privacy Policy.
How do we ensure quality and compliance?
All advice documents go through an internal review process.
All employees are kept up to date with all legislative changes that affect the financial planning industry and are provided with ongoing technical training as they progress through the company.
How do you receive your completed work?
All advice documents are completed in a Word document and presentations (if required) are provided in PowerPoint.
These can be uploaded to Xplan/Worksorted/AdviserLogic, any CRM you use or other secure cloud service such as OneDrive and Microsoft SharePoint.
What advice documents can we create?
- Statements of Advice (Australia)
- Suitability Reports (UK)
- Records of Advice
- Best Interest Duty statements
- Paraplanning Referrals (part of the strategy consult service)
- Product Research (Super, pension, investment and insurance)
- Financial projection reports
- Annual review reports