BENEFITS
- A reliable & easy to use service.
- Efficient turnaround – 5 to 10 days.
- No lock in contracts – use us for all of your SOAs or just during busy times.
- Reduce your costs associated with full-time employee salaries.
- Free up time for your staff to complete other work & grow your business.
- No annual leave, sick leave or superannuation costs to you.
- Competitive Rates from $385 + GST.
- Senior level paraplanner with comprehensive financial planning knowledge.
- Experienced with various Licensee Groups, templates & compliance requirements – AMP/Charter, NEO, ClearView + independent licensees.
- Ability to match your SOA template or help you create one.
- Strategy assistance, projections and modelling services. We use XPlan for modelling.
If you deprive yourself of outsourcing and your competitors do not, you’re putting yourself out of business.Lee Kuan Yew (Prime Minister of Singapore, 1959 to 1990)
How it works
Keeping it simple works best.
All that is required from you are the basics (Fact Find, Super Fund Research, Insurance Quotes for example), plus some basic instruction about your advice and fees to charge, noted on our SOA Request form. We’re also flexible and happy for you to send us a request on your own template if you are already using one.
We will request additional information, if needed.
SERVICES
Insurance
- Personal Risk
- Key Person Cover
- Corporate Risk
Superannuation
- Rollover
- Contribution Strategies
- UK Pensions/ QROPS
Retirement
- Transition to Retirement
- Retirement Analysis
- Centrelink & Age Pension
Self Managed Superannuation
- Establishing / Closing a SMSF
- Limited Recourse Borrowing
- SMSF Investment Strategy
Investment
- Gearing
- Debt Recycling
- Managed & Direct Investments
Other Strategies
- Cash Flow Strategies
- Estate Planning
- Aged Care
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.Alexa Von Tobel
About Us
We provide freelance Paraplanning services to a network of Financial Planners located throughout Australia, with preparation of Statement of Advice documents (Financial Plans) and/ or Strategy Development as required. We promise a compliant and competent plan, with fast turnaround times and competitive rates.
Financial Planners are confident in our easy to read documents, which protect their advice through Reasonable Basis and FOFA legislation requirements, whilst providing comfort to clients, who are able to understand the recommended strategies.
Planner-Assist is an ISO/IEC 27001:2013 Certified Organisation (for Information Security Management). We take data security very seriously.
Senior Paraplanner – Angela Santalia
With over 24 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, has seen Angela’s business grow from working in Financial Planning offices for many years, to a full-time, long-standing, outsourcing resource for a number of advisers.
Well known in the Financial Planning community, particularly in WA and VIC, Angela’s clientele has extended 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.
Testimonials
I first met Angela several years ago when I was looking for a reliable paraplanning expert. She quickly identified herself as one of my most trusted connections and went on to become a partner to my firm. Together we have produced plans for our varied client base, and she was instrumental in our shift toward video SOA’s and the uptake across our client base of these revelatory changes that were far overdue.
Joel Schultz
Director | Columbus Wealth Advisory
Angela has handled our groups Paraplanning for many years, and during this time we have found her service to be excellent. The process of initially sending instructions to prepare advice is simple, as is discussions on strategy and requests for further information. She is always happy to make changes to suit our different adviser’s needs, and her advice documents are always easy to read for clients. To top it off her service is fast and priced right for the varying complexity of the advice documents we require, so we have no hesitation in recommending her services.
Louis Zammit
Director | Private Wealth
Super Advice Services Pty Ltd