50
Adivsers Assisted
25
Practices Partnered With
100
Documents Prepared
98
Satisfaction rate
25
Years in Business
Our Vision -
The best business operations partner
in Financial Services
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.
Accounting
Our team of specialists can support all your accounting and audit processes.
Digital Marketing
We can provide tailored strategies such as SEO, social media management, content creation, and targeted advertising to elevate your brand’s presence in a competitive digital landscape.
Administration
We can complete all administrative processes that drive your advice operations.
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.
Why Us
We Are Achieving All Of
Your Business Goals
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.
Attention to Detail
Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts.
Experience
Separated they live in Bookmarksgrove right at the coast of the Semantics, a large language ocean.
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
Our Achievements
150
Adivsers Assisted
50
Adivsers Assisted
50
Adivsers Assisted
50
Adivsers Assisted
We aim to lead a community to lasting financial well-being while fostering growth, security and resilience in their business journey and self.
Our History
Transforming Businesses: One Step at a Time
2023
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2024
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2022
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2021
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Our Partners
Blog & News
