Giving advisers more time to spend on their clients, their business and themselves.


We believe that the best financial advice can only happen when Financial Planners are given the time to focus on nurturing client relationships and building their practices. Sadly, many advisers spend a huge portion of their working day writing financial plans, chasing information, implementing planning strategies, and reporting to their regulator, which quickly eats up valuable time.

So that you can focus on what you do best, we provide holistic paraplanning and administration services that seamlessly integrate with your own processes, to give you more time to spend on your clients, your business and yourself.

Reduce Admin
Let’s face it- admin is a necessary part of providing good financial planning to your clients, but is it really the best use of your time? At Accelerate, we can take the burden of administration off your hands, so you can be sure that your clients’ planning is accurately implemented, processed and executed in a timely fashion. We have a wealth of experience and knowledge in paraplanning and administration; let us use our expertise to deliver better results for you.
Optimise Processes
When time is against you, it can be difficult to identify how you might manage your workload more efficiently. Our financial services expertise enables us to assess your processes objectively and identify how client work could be accomplished in a more streamlined, repeatable way. This could leave you with more time, whilst also saving costs and boosting productivity.
Grow Your Business
Whether you are just starting out or have a long-established practice, growing your business is often a primary concern. Growth may have stalled due to factors such as cost, time or geographical restrictions. The solution is to outsource those time-consuming elements which prevent you from engaging more deeply with clients or developing your business. This is where we can help.

Our People

Our Process

We integrate seamlessly into your company, freeing up precious time for you to spend on your clients, your business and yourself.

Download our Costs & Service Brochure and our Adviser Solutions Brochure to optimise your work load


If you’d like to chat about how we can help you achieve your goals, please drop us a
line using the link below.


We understand the value of giving clients a beautifully bound, hard copy of their financial plan, but that doesn’t mean it should cost the earth. For every financial plan we complete, we pledge to plant one tree. As an Accelerate client, we let you know your personal contribution each month.