Sargun Outsourcing

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Dedicated Offshore Paraplanning & Accounting Support for Australian Firms

Your dedicated offshore team for Paraplanning, Accounting, and Executive Admin Support — built specifically for firms in Australia and the UK.

Strategic Outsourcing Solutions for Modern Professional Firms

Your Dedicated Partner in Paraplanning, Accounting, and Admin Support across AUSTRALIA

In a landscape of shifting regulations and rising client expectations, professional firms across Australia often find themselves weighed down by growing back-office demands. Sargun Outsourcing delivers high-impact support to Financial Planners, Accountants, and SME owners—helping you scale efficiently without the overhead of full-time local hires.

For Firms Committed to Operational Excellence

Who We Help

Australian Financial Advisers

Australian Accounting Firms

Mortgage Brokers

Solving the "Hiring Crisis" in Professional Services

Finding and retaining skilled staff in Australia is costly and competitive. Sargun Outsourcing removes the burden of hiring, onboarding, and infrastructure—delivering a seamless plug-and-play solution for immediate impact.

  • Lower Costs: Cut operational expenses by up to 50%.
  • Higher Quality: Teams trained to Australian compliance and service standards.
  • Better Focus: Reallocate your time to high-value, revenue-driving activities.

Our Key Metrics

Fast, cost-effective, and reliable solutions that keep our clients coming back, driving efficiency and excellence in every project we handle.

50%

Turnaround Time
24–48 hrs

50%

Cost Saving
up to 50%

90%

Client Retention
90%+

Our Proven 4-Step Process

We make the transition to outsourcing seamless and secure.

Consultation

We analyze your current workflow and identify bottlenecks.

Pilot Phase

We start with a few tasks to align our output with your "house style".

Onboarding

We set up secure access to your systems (Xero, Xplan, etc.) via encrypted portals.

Ongoing Support

Dedicated account management and regular feedback loops for continuous improvement.

Why Choose Us

The Sargun Advantage: Why Outsource with Us?

Outsourcing is more than just delegating tasks; it’s about optimizing your business model. We specialize in the regulatory frameworks of Australia (ASIC/FPA), ensuring that every document we produce meets the highest local standards.

Time Zone Optimization

We work while you sleep, ensuring tasks are ready by your morning.

Regulatory Compliance

Expert knowledge of SOAs (AU) and Suitability Reports (UK).

Scalable Workforce

Increase your capacity during peak periods without hiring risks.

Technology
Driven

Experts in Xero, HubSpot, IRESS, Xplan, and Intelligent Office.

Security & Data Integrity

We take data protection seriously. Operating under the Privacy Act (Australia) guidelines, Sargun Outsourcing utilizes:

  • NDA + role-based access
  • Secure portals (Xplan / Xero)
  • ISO-aligned controls
  • Client data never reused

Blog & News

  • All Posts
  • Bookkeeping
  • Mortgage Broker
  • Paraplanning

Client Testimonials

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    Common questions answered

    We provide reliable outsourcing, expert support, and compliant business solutions, helping professional firms operate efficiently and grow with confidence.

    We provide specialist outsourcing for paraplanning, accounting and bookkeeping, and executive admin support for professional firms across Australia.

    Yes. Our teams are trained in ASIC, FPA, FCA, and HMRC frameworks to ensure all work meets local compliance and documentation standards.

    Outsourcing eliminates recruitment fees, office space, and employee overheads, helping firms reduce operational costs by up to 50%.

    Yes. You work with dedicated team members who understand your processes, systems, and house style for consistent, high-quality output.

    We operate across time zones so work is completed overnight and ready by your business morning, improving turnaround times.