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.
Why Outsource To Plan Away?
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.
All of our SOAs are completed by an experienced paraplanner and are vetted by a senior paraplanner before being efficently returned to you.
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.
0418 897 568
Pia has been in the financial planning industry since 2006 and has a degree in Banking and International Finance and a Diploma of Financial Planning.
She understands that the driving force behind deciding to outsource is to gain efficiency within your practices and that you are ultimately looking for a service that not only delivers quality work, but also when it is promised. This ensures you can do what you say with your clients and continue to build the trust that is so imperative in developing a long lasting relationship with them.
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Christie joined Plan Away as a Director in 2015 and has been working in the financial services industry since 1999.
Her qualifications and membership of the Society of Trust and Estate Planning Practitioners combined with her strong experience in the financial planning industry and her particular expertise in risk management, places Christie in a unique position to provide specialist strategic advice and guidance to our clients.
Paraplanning Team Leader
Ben started with Plan Away in 2014 after spending 3 years as an Associate Adviser and Paraplanner with a boutique firm in Adelaide.
Ben has a Bachelors Degree in Applied Finance, as well as a Diploma of Financial Planning and a Diploma of Business and is an integral part of our team.
Donna started with Plan Away in 2018 after spending some time raising her twin boys.
She has her Advance Diploma in Financial Planning and also holds a certificate in Copywriting. This combination provides Donna with both technical knowledge and an attention to detail that is vital in a paraplanner.
Donna loves the challenge that paraplanning provides and she enjoys developing a document that is tailored and bespoke to each client.
Suzanna started with Plan Away in 2018. She holds a Bachelors Degree in Commerce, a Graduate Certificate in Financial Planning and has attained her CFP designation.
She has been working in the Financial Planning industry for over 13 years and is highly skilled in paraplanning and a valuable member of the team.
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.
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 $110 including GST.
Our payment terms are 14 days and offer a 6% discount on our hourly rate if your invoice is paid on time.