BENEFITS

  • Simple and easy to use.
  • Efficient and realiable turnaround times.
  • No contract – use us for all SOAs or just for overflow during busy times.
  • Reduce your costs associated with full time employee salaries.
  • No Annual Leave, Sick Leave and Superannuation costs to you.
  • Free up time for existing staff to complete other work & grow your business.
  • Experience with different Licensee Groups, templates & compliance requirements – AMP/Charter, WealthSure, ClearView + other independent licensees etc.
  • Ability to match your SOA templates or help you create one.
  • Excellent knowledge of all Financial Planning strategies.
  • Strategy assistance, guidance, projections and calculations.
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 strategy and the advice fees you wish to charge.

We will request additional information, if needed.

SERVICES

Insurance

  • Personal Risk
  • Keyman 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 new FOFA legislation requirements, whilst providing comfort to clients, who are able to understand the recommended strategies.


Angela Santalia
Senior Paraplanner – Angela Santalia

With over 20 years of experience and knowledge in this area, there isn’t a strategy that Angela hasn’t seen!

Over the years, demand in the industry for a competent Paraplanner, able to write a compliant SOA, has seen Angela’s business grow from working in a Financial Planning office for many years, as well as helping a few Adviser colleagues when needed, to a full time, long-standing, outsourcing resource for a number of offices.

Well known in the Financial Planning community, particularly in WA, Angela’s clientele has extended across Australia to include the east coast. Over the past 13 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 matter of fact method.

Angela is knowledgeable, consistent and reliable.

Testimonials

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


At d.i.b Financial Services, we have outsourced all our para-planning needs to Angela and the team at Planner Assist for some time now. Angela has been an integral part in our business, in delivering concise, easy to understand SoA’s and in an efficient timeframe for our clients. No matter the complexity of the plan, Angela is always happy to assist and suggest alternative strategies that may assist the client. We continue to happily use the services of Planner Assist and would have not issues in recommending their services to anyone else.

Stephan Marianne B. Bus (App. Fin); ADFP
Director | d.i.b Financial Services Pty Ltd


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