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Join us at London's premier event for financial advisers!

PA360

May 1, 2025

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About us

befree Global is a trusted partner for outsourced business services, helping businesses worldwide simplify their accounting, bookkeeping and finance functions. With a presence in Australia, the UK, and the US and high-performance capability centres in India, we deliver smart, scalable solutions designed to boost efficiency and cut costs.

We simplify paraplanning and back-office tasks for financial advisers and planners, giving you more time to focus on your clients and grow your practice.

Our team of highly skilled professionals allow businesses to focus on growth while we take care of the details. befree offers businesses the freedom to scale with ease.

Through technology and automation, we enable businesses to work smarter by creating customised outsourcing solutions.

Accountants and Finance Professionals
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Global Clients
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Financial Planners
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Financial Planners
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Years of Experience
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Delivery Centres
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Our Services

Paraplanning Services

Accounting Services

Tax Services

Audit Support Services

Mortgage Services

Financial Transformation

Virtual Practice Admin

Enterprise Solutions

Why Visit Us?

analyzing charts

Paraplanning Support

Free up your time with our end-to-end paraplanning services, including SOA preparation, compliance checks, and financial modelling.

financial charts and reports

Financial Planning

Get support with research, strategy, and reports, so you can deliver high-quality advice with ease.

Charta Analyzing

Back-Office Operations

Let us handle admin tasks, portfolio reviews, and more, so you can focus on advising your clients

Meet Our Team

Our team will be at the PA360 Conference 2025 to connect with you, answer your questions, and explore how we can help your business grow.

Allan Edward, Director of Sales at befree for Paraplanning and Mortgage

Allan Edward

Director - Sales & Client Success

Himanshu Gaekwad, Head of befree for Paraplanning and Mortgage

Himanshu Gaekwad

Operations Head

Priti Varma

Priti Varma

Assistant Manager - Business Development

Take the next step towards a smarter workflow

Book a quick chat with us – no queues, just great conversations.