Where Financial Planning Comes Together
Dorika Wealth brings financial planning, advisor development, and specialist offshore staffing into one connected ecosystem.
Explore moreOur belief
We believe in bringing the financial planning profession together, connecting the people who need advice, the people who give it, and the firms that employ them.
Who We Serve
One organization, three pathways. We help individuals, professionals, and firms achieve better outcomes through holistic, connected financial planning.
I’m Growing a Financial Planning Firm
Build a dedicated offshore team that grows with your business.
Explore Offshore Staffing
I Want to Become a Financial Advisor
Launch a rewarding career with the training and support to succeed.
Explore Financial Advisor Careers
I’m Looking for Financial Planning Advice
Protect your family, business, and future with expert financial guidance.
Explore Financial PlanningWhy Dorika Wealth?
Founded by professionals with firsthand experience in Australian financial planning, we know the work because we have done the work.
Financial planning, advisor development, and offshore staffing work together as one connected ecosystem, backed by in-house experts, to create better outcomes and a stronger profession.
Individuals & families supported
Financial advisors developed
Offshore professionals placed
Business clients served
Years of industry experience
Countries served
The Dorika Difference
Industry Expertise
Founded by professionals with firsthand experience in Australian financial planning.
One Connected Ecosystem
Financial planning, advisor development, and offshore staffing working together to strengthen the profession.
Built for Long-Term Growth
We build lasting partnerships that support sustainable growth for individuals, professionals, and businesses.
Purpose-Driven
Committed to advancing financial literacy and strengthening the financial planning profession.
A more connected financial planning profession
Building a great financial planning firm takes more than winning new clients. It takes the right people behind the business, and a partner who understands the work.
Let Us HelpOur Solutions
Three pillars, one integrated approach to strengthening the financial planning profession.
Frequently Asked Questions
Dorika Wealth is a financial planning consultancy that brings three things together under one organization: financial planning advice for individuals and families, advisor development for people entering the profession, and specialist offshore staffing for financial planning firms.
Together, these three pillars contribute to a stronger, more connected financial planning profession.
We build dedicated offshore teams in the Philippines who learn your processes, work in your systems, and become part of your team, not outsourced tickets. We handle recruitment, training, facilities, and HR locally so you can focus on the work.
Our advisor development program combines structured training, mentorship from working professionals, and hands-on experience on real cases. Start by reaching out through the contact form, and we will walk you through the path into the profession.
We are headquartered in Isabel, Leyte, Philippines, and serve clients and firms across four countries, including Australia.
Let’s Start the Conversation
Whether you’re seeking financial planning, growing a financial planning firm, or exploring a career in the profession, our team is ready to help.