A dedicated offshore team that grows with your firm

Purpose-built offshore staffing for financial planning firms. Increase capacity, strengthen operations, and support sustainable growth with professionals who become part of your team.

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The right people behind the business

Building a great financial planning firm takes more than winning new clients. The firms that grow sustainably are the ones with strong operations behind the advice: accurate paraplanning, responsive client service, and administration that never falls behind.

Dorika builds dedicated offshore teams in the Philippines for financial planning firms. Not outsourced tickets — named professionals who learn your processes, work in your systems, and show up for your business every day.

Founded by professionals with firsthand experience in Australian financial planning, we train every team member to the standards your market expects.

What your offshore team can do

Paraplanning support

Advice document preparation, research, and modelling support delivered to your templates and your compliance standards.

Client service administration

Application processing, implementation follow-through, review preparation, and provider liaison handled reliably.

Practice administration

Data entry, file notes, CRM upkeep, and workflow management that keep your practice organised and audit-ready.

Advice support operations

Fee disclosure, renewal tracking, and ongoing-service documentation managed with care and consistency.

How it works

Define the role

We map the tasks you want to move offshore and shape a role description around your firm’s processes and tools.

Meet your team member

We recruit, screen, and train candidates with financial services experience. You meet the shortlist and choose who joins your team.

Onboard together

Your new team member learns your systems and standards through structured onboarding, supported by our team alongside yours.

Grow with support

We handle facilities, HR, and ongoing development locally in the Philippines, so you can focus on the work.