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    Welcome to Malkoha Financial

    MEET THE TEAM
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    Your Planner's Planner.

    At Malkoha Financial, we understand the advisers' concern to work closely with clients and grow your business.

    FIND OUT MORE
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    We've got you covered.

    We're here to prepare comprehensive and valuable advice documents while you devote more time to understanding your clients' needs.

    LET'S TALK
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    Malkoha Financial is here for you.

    MEET THE TEAM

A Permanent Low Cost Solution!

Our Services

PARAPLANNING & ADMIN SERVICES

We are your offshore paraplanning and admin team – producing high-quality documents and admin services with short turnaround times. This is a permanent cost-effective solution to a big problem for many Financial Planning practices in Australia.

ACCOUNTING SERVICES

We are your offshore accounting and admin team – producing high-quality documents and admin services with short turnaround times. This is a permanent cost-effective solution to a big problem for many Accounting practices in Australia.

WHAT WE PROVIDE

Our paraplanners are experienced Xplan users who can run the following processes for you:

  • Projections
  • Insurance Needs Analysis and Quotes
  • Products and Investments Research
  • Perform comparisons for product and advice strategies.
  • Continuous update of processes to meet ever-changing regulations, and standards.
  • Financial Planner admin support
  • Annual review pack preparation and client document audits
DOCUMENTATION

We have a well-developed portfolio of documents, everything from File Notes, Fact Find (Questionnaires) to Strategy Request (Paraplanning request). Our team can write advice documents for Individual clients, as well as other entities like SMSF, Trusts, and Businesses.

TEAMBUILDING

Life in the post-coronavirus age is about maintaining quality relationships with our peers. We encourage monthly team social get-togethers over lunch and other annual events such as Business Retreat.

A QUALITY TEAM

We are partnered with Kaplan Professional for ongoing compliance development and training. All paraplanners and accountants have Uni degrees.

MONITORING & OVERSIGHT

Continuous monitoring is built into all documentation and advice processes. We can also assist in SoA pre-vetting so you don’t have any compliance or breach reporting headaches.

WHO WE ARE

Malkoha Australia is the service company for Malkoha Outsourcing, a Philippine-based firm, offering comprehensive paraplanning and accounting services to businesses based in Australia. It is a permanent, low-cost alternative compared to outsourcing in Australia.

Latest Accounting News

We are here to help and support your success wherever your business takes you.

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Malkoha Outsourcing Corporation is a registered Business Process Outsourcing company with SEC Registration No.: CS20190000263 established in October 2019. It primarily provides Paraplanning services to Financial advisers across South Australia. Advice strategy documentation includes superannuation, Self-Managed Superannuation Funds, managed investments, shares, personal risk insurance, aged care, gearing and other strategies. The information on this website is of a general nature only and has been provided without taking into account your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.