The world of financial planning is constantly evolving. Having an experienced and efficient paraplanning service can make all the difference. At Planner-Assist, we understand the challenges that financial advisers face. That’s why we offer comprehensive paraplanning services designed to help your business save time, reduce costs, and enhance your client advice documents.
If you deprive yourself of outsourcing and your competitors do not, you’re putting yourself out of business.
Like most things in life, keeping it simple works best!
To get started, we just need the basics from you (Fact Find, Super Fund Research, Insurance Quotes for example), plus brief advice instructions and fees to charge, noted on our SOA Request form. We’re also flexible and can use your in-house paraplanning request form, if you prefer.
We will request additional information, if needed.
A financial plan is a way to take all of the money advice you come across and figure out how it applies to your specific financial situation.
We provide freelance Paraplanning services to Financial Advisers located around Australia, in all areas of Statements of Advice (SOA), Video SOAs, Strategy Development and Financial Modelling.
We promise compliant and correct SOAs, with fast turnaround times and competitive rates. You can be confident that all professional standards and legislation requirements are met each time.
Our SOAs are easy to read and understandable for your clients.
Planner-Assist is an ISO/IEC 27001:2022 Certified Organisation (for Information Security Management). We take data security very seriously.
With over 25 years of experience, there’s rarely a financial planning strategy that Angela hasn’t seen!
Over the years, demand in the industry for a competent paraplanner, able to write compliant SOAs quickly and correctly, saw Angela’s business grow from working in local financial planning offices for many years, to a full-time, long-standing, outsourcing resource for a network of advisers.
Well known in the Financial Planning community, particularly in WA and VIC, Angela’s clientele extends across Australia. Over the past 16 years of freelancing, Angela has developed a following of happy advisers, who know and appreciate quality work when they see it.
Rare is it to find someone in the industry who remembers the good old days (when SOAs were three pages long!) yet can also appreciate current industry requirements and complete the job at hand in a clear and concise manner.
Angela is knowledgeable, consistent and reliable.
Outside of work, Angela loves travelling, Reformer Pilates, and spending time with friends and family. She is working towards her lifelong goal of living a “semi-nomadic” lifestyle by splitting her time between Melbourne and Budapest.
Angela is the author of “The Money Messenger” book.
