Global

Jacqui Stewart - Director/Senior Consultant

“Ziku has established an outstanding outsourcing arrangement, utilising its own tried and tested processes. Their team is thoroughly trained, to ensure consistent delivery of high-quality work, and meets deadlines with reliability and precision.”

Aaron Kane - Managing Director & Financial Adviser

“At EK Financial Group, we’ve been working with Ziku Global for our outsourced paraplanning needs over the past two months, and the experience has been outstanding. The team at Ziku is incredibly responsive, consistently delivering high-quality Statements of Advice with fast turnaround times – often within a week.

Jamie McIntyre - Financial Planner

My experience as the Financial Planner has been great. You have been very responsive to our needs and have delivered accurate plans that are of a great standard.

Tiffiny Vella - Client Services Manager

The SOAs have been fantastic, clear, well-structured, and thoughtfully prepared. Your paraplanners have clearly taken our feedback on board, and we’ve noticed a steady improvement with each plan. It's been great to see how responsive and adaptable your team has been so far, which gives us confidence in the process moving forward.

15+

Team members with diverse expertise and growing

100%

University-qualified, with bachelor’s and/or master’s degrees

40%

Educated through international programs, bringing global perspectives

ADVICE

Comprehensive End to End Advice SOA's/ROA's

Advice Documents (SoAs / RoAs) and ad-hoc forms (Strategy form, External Paper, PCC, ADW)

Research and analysis for advice formulation

Product comparison, analysis and quotation

Advice lodgement and implementation

Delivering Annual Advice & Service Agreement (AAA/FTA) requirements

lending

Parabroking Services for Mortgage Brokers

Process and evaluate loan applications with attention to detail and compliance standards

Perform comprehensive serviceability calculations to ensure client eligibility

Maintain effective liaison with clients and banking institutions

Coordinate with stakeholders throughout the loan approval process

Utilise CRM systems and specialised lending tools to optimise workflow

Ensure all documentation meets regulatory requirements and industry standards

Deliver personalised financial solutions based on client needs and circumstances

Monitor application progress and provide timely updates to all parties.

accounting & tax

Offshore Workflow Support for Australian Accountants: Bookkeeping to Financials

Financial Statement Preparation

Financial Records & Tax Return Management

Accounting & Bookkeeping Services

Business Structuring & Asset Protection

Discover the Ziku Global Advantage

Our comprehensive brochure provides a detailed overview of Ziku Global’s international services.

Download Brochure

Team spotlight

“At the heart of everything we do is a clear vision: to be recognised as an outstanding offshore partner for financial services, delivering exceptional administrative support.  

Our mission is just as strong: to empower financial services organisations by providing reliable, efficient, and secure administrative services.”