+61 415 198 589

Leading results
Friendly support
Professional service

At DeeTwo, our commitment is to provide financial advisers with top-notch yet budget-friendly solutions tailored to their Statement of Advice (SOAs) and administration requirements. The aim is to support advisers having additional time to serve more clients and nurture the growth of their practice.

Partner with DeeTwo Paraplanning today and you will notice the positive impact on your practice's operational efficiency.

What Sets Us Apart

Rapid Turnaround

We are committed to delivering SOAs within just 5 business days after receiving all necessary information, enabling advisers to serve their clients promptly and efficiently.

Introductory Offer

For new clients, DeeTwo extends a generous 40% discount on the first SOA, allowing advisers to experience our service firsthand.

Bulk SOA Discounts

Take advantage of our bulk SOA discounts, available on a case-by-case basis, to optimise your budget.

Customised Administration Services

We can tailor our administration services to meet your specific needs, ensuring a seamless fit with your practice.

Data Security

We maintain a high standard of data security by having an office located in a secured building with fingerprint entry. We use VPNs, store data via the cloud (OneDrive) and always communicate through encrypted platforms or emails.

Diverse Advisory Experience

Our team boasts expertise in various advisory areas including SMSF, LRBA, Super, Investments, Gearing, Family Trusts, Personal Insurance, Business Insurance, Centrelink and Aged Care.

Expertise in Financial Planning Software

DeeTwo excels in utilising leading financial planning software programs, including XPLAN, Advisor Logic and Midwinter for SOA generation, research and modelling.

Competitive Pricing Uncompromised Quality

We provide competitive pricing without compromising on the quality of our services, ensuring you get the best value for your investment.

Overflow and Project Support

If you have an internal paraplanning team, DeeTwo can assist with overflow work and special projects, such as creating foundation SOAs after transitioning to a new licensee.

What Our Clients Say

Chris and his team are an integral part of our business. His attention to detail, communication and professionalism is second to none and has even offered solutions to help us streamline our process and efficiencies. Highly recommend!

Justin Beatty, Financial Adviser – Wealth Esteem

Chris and his team have been great to work with and getting back all my jobs within a timely manner. They have provided great support on urgent and time-sensitive tasks and Chris has been a great professional to talk to about strategies to ensure we are making the most of the opportunity with the client's advice. Our communication throughout the whole process has been clear and prompt with responses. I can highly recommend Chris and his team.

Lionel O'Mally, Principal Financial Planner - Purpose Planning

It's been a pleasure working with Tiana, Chris and the DeeTwo team over the past few years. Their work is of a high standard covering a broad scope of advice areas. The pricing is very reasonable and every team member has been professional and easy to deal with. 

Michael Michalczyk, Financial Adviser – Fortuna Financial

Vera and I have been advisers for over 15 years and more recently discovered Tiana’s services some 3 years ago…if only we found her sooner!!

Tiana has a great attention to detail and without fail delivers first class work. We can see that she prides herself on nil or very low error rates, is fantastic at meeting deadlines, professional, consistent, kind, technically skilled and up to date with changing legislation, super rules, software and technology.

One last thing to mention is that we find her extremely well versed in Xplan scenario modelling and projections which is not always the case with all paraplanning firms.

Robert Castro and Vera Gu, Directors and Senior Wealth Advisers - Everest Partners Private Wealth Management

Tiana has been working with us since last few years. During this period, she has done more than 100 SOAs of different difficulty levels, some very complex and some not so complex. Her competencies include Insurance, Superannuation, Retirement Planning, Self-Managed Super Fund, Aged Care and Investments. She has been a highly competent and reliable paraplanner throughout all these years. I highly recommend her services with high confidence.

Vineet Singh, Principal Financial Planner – Astonia Private Wealth

Tiana and her team have the highest professionalism. She delivers compliant SOAs on time and without errors. She communicates well throughout the SOA process and adds many ideas and questions. She is honest reliable and efficient; I highly recommend her services to a financial planning practice looking for productivity and cost savings. 

Amruta Shah, Senior Financial Planner – MTWO Financial Planning

I have engaged Tiana from DeeTwo paraplanning services for over the past 3 years. I provide quite a lot of holistic advice to clients with complex modelling which Tiana provides great advice and support to throughout the advice process. I would highly recommend Tiana and DeeTwo consulting to support.

John Lethbridge, Private Wealth Advice/SMSF Specialist Advisor - Tate Partners Wealth Management