Select Page

Professional Plans for Professional Planners

Professional Plans for Professional Planners

Professional Plans for Professional Planners

What We Do

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.

Why Outsource To Plan Away?

R
We have a team of paraplanners that are ALWAYS available. You don’t have to worry about us going on holiday or being sick. There is always an experienced paraplanner to complete your SOA.
~
All of our paraplanners are located in Australia. Your client information will NEVER be sent outside of the Australian legal system. All of our paraplanners have strict education and experience requirements.
i
All of our SOAs are completed by an experienced paraplanner and are vetted by a senior paraplanner before being efficiently returned to you.

Plans

Happy Clients

Years' Experience

About Our Team

Since Plan Away commenced in December 2009 the business has grown to have 9 staff and now services over 20 businesses across over 13 different licencees throughout the country.

This growth has come from referrals from our existing happy clients and BDM’s and PDM’s we deal with on a regular basis. We pride ourselves on this fact and feel confident that we are providing a timely, professional service that our clients can rely on and trust.

Christie Rigg

Christie Rigg

Managing Director

christie@planaway.com.au | 0412 861 341

Christie has been working in the financial services industry since 1999.

Her qualifications include a Bachelor of Laws and Legal Practice, Bachelor of Science, Advanced Diploma of Financial Services, Certified Financial Planner, Life Risk Specialist as well as being a registered Trust and Estate Practitioner. Combined with her strong experience in the financial planning industry and her particular expertise in risk management, Christie is in a unique position to provide specialist strategic advice and guidance to our clients.

Plan Away is Taking Expressions of Interest!

We are on the lookout 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:
christie@planaway.com.au

Fees & Process

We work on an hourly rate basis. We firmly believe that a plan should not be charged on a per strategy basis, as there are many variables with each strategy and business.

We work on an hourly rate of $105 plus GST.

Our payment terms are 14 days and offer a 6% discount on our hourly rate if your invoice is paid on time.

Contact Plan Away

Please complete this form to send us an email.

Location

SOUTH AUSTRALIA

Level 3, 169 Fullarton Road DULWICH SA 5065

QUEENSLAND

345/420 Queen Street BRISBANE 4000

 

Christie Rigg

christie@planaway.com.au
0412 861 341