PLAN AWAY IS TAKING EXPRESSIONS OF INTEREST

We are on the look out for quality Paraplanners to join our growing team.

Are you looking for a change?
Are you looking for a diverse and challenging position that has autonomous responsibility but with a team environment & that may offer flexible working arrangements? Then this could be the position you are looking for.

Apply Directly:
pia@planaway.com.au

Professional Plans for Professional Planners...

At Plan Away we understand that as owners of your Financial Planning practice you ideally want to work on your business not in your business. Time is your biggest asset and the one thing that we could all do with a lot more of...

When running a Financial Planning practice, your biggest cost is often your staff, most of all Paraplanners. By outsourcing your paraplanning service you can reduce your staff costs and pay for the service only when you need it, thereby improving your business efficiency and your profit margins.

Plan Away provides a professional paraplanning outsourcing service that can save you money and reduce your time spent on time consuming plan writing, which in some cases can take over 10 hours, and allow you to do more of the most important thing- building referral sources and seeing clients... and ultimately growing your business.


Some of Our Happy Clients

Michael Tadros - Innovative Financial Services

Innovative Financial Services

"I have been contracting Plan Away for well over 12 months now for my very busy financial planning firm, and the experience has been excellent to say the least. They not only keep you in the loop, as required, but also offer suggestions to strategies which at times are most welcomed. Efficiency, too, is a very good trait, and at most times, the advice document is provided well ahead of the due date, with either no or absolute minor errors – we are all human, after all! If you are looking for that edge in your advice documents, in a timely manner, I highly recommend you make Plan Away part of your advice team."


Peter McDonald - Wealth By Design, Adelaide

Wealth By Design, Adelaide

"Wealth By Design has a philosophy of ensuring that all work performed for clients is of the highest quality. It follows that where we establish strategic alliances to assist in the delivery of expert advice to our clients that the same expectations are met. We have been impressed with the professionalism and flexibility that Plan Away has provided to us to assist in the preparation of advice documents for our clients and their ability to continually meet agreed deadlines."


Tony Getson - Getson Consulting, Adelaide

Getson Consulting, Adelaide

"Like many Financial Planning Practices, we have found it necessary to outsource the preparation of our Statements of Advice to a Paraplanning Service. Although we have only been working with Plan Away for a few months our experience thus far is Plan Away (Pia Johnson) have a friendly attitude, quick turnaround times, strong technical abilities and great communication skills.

We look forward long and mutually rewarding association with Plan Away."


David Sutherland - Inspire Financial Solutions, Adelaide

Inspire Financial Solutions, Adelaide

"Pia Johnson and her Planaway paraplanning service have quickly become a valued partner of the Inspire Financial Solutions team. They are efficient, friendly and personable to work with and have quickly understood our business needs.

We are outsourcing all our SOA's to Planaway and have been very happy with the quality of SOA document's we have received. The SOA's are written in a clear and concise format and a client engaging manner. As an adviser I have found the Planaway template SOA to be easy to present to clients, a valuable tool in communicating our advice strategies and much more than just a compliance document.

Last week I presented a Planaway template SOA to an 83 year old couple and they complemented me on how easy I made it for them to understand my advice."

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