Ad Hoc Service We offer ad hoc services to take care of fluctuating needs or overflow work. This means you can enjoy the benefits of an entire team of experienced paraplanners – without the risk or costs of hiring full-time staff.
WANT FLAWLESS SOA’S FROM AN PARAPLANNER BASED IN SYDNEY?
Sydney Paraplanners.
Get Fast & Flawless SOA’s From A Senior Paraplanner In Sydney In Just 10 Days… Or We Work For FREE!
Book A FREE 30-Minute Session With An Expert Paraplanner in Sydney And Get A FREE Statement Of Advice!
90+ Advisors Serviced
53,000 Hours of
SOA Production
10,600 Documents Processed
10-Day
Turnaround
Paraplanners In Sydney
For some financial advice businesses in the area, however, they have worked out the benefits of using paraplanners in Sydney. As trained individuals who deal with the basic and repetitive tasks to do with paraplanning on a regular basis, they have the experience and the dedication to generate accurate and timely Statements of Advice documents. What’s more, for those who look for paraplanners externally, there is less paperwork, more time efficiency and greater clarity when it comes to SOA generation payroll.
Well Versed In Financial Planning Sydney
As one of the leading paraplanning services in Sydney, ever since 2013, when we started out, we have sought to make the work of financial planners easier. Our financial paraplanners draw on decades of experience and up-to-date technical knowledge of financial planning and advice. We pride ourselves on being adaptable as well as dependable, and over the years, we have built a reputation for transparency and trustworthiness.
We’ve worked with all kinds of financial advisors and accounts teams and have the ability to quickly identify the best elements of our service for you. Whether you are looking for someone to support your in-house team or someone to take over for a period, our skills have got you covered. Some of the services we have delivered include: Read More
- Gearing Strategies
- Family Trust and Estate Planning
- Debt Management
- Private Superfund Organisation
- Wealth Creation Strategies.
However, even with a proven track record delivering the services, we can understand some financial advisers are reticent to take up our offer. It isn’t easy giving up control, especially over confidential matters like finances. It’s for this reason that we vet and check our paraplanners thoroughly and place confidentiality and discretion as one of our highest priorities. Those who have listed our services have not only benefited from this discretion but also from:
- A Forensic Eye for Quality
We are trained to generate reports and administrate the tasks of financial planning with a degree of care that remains unrivalled. Unlike staff who may take up paraplanning tasks in between other appointments, we devote all of our time to these tasks, which only improves the quality of our output.
- Quantifiable Activity Cost
Unlike using an in-house contracted paraplanner, when you ask us to work with you, your costs are immediately clear. There are a certain amount of variables when it comes to contract paraplanners that you just won’t get with ours.
- Uninterrupted Workflow
We take care of our employees, so you don’t have to. You’ll face none of the issues of annual sickness benefits or productivity that you may get with an in-house paraplanner, and none of the training costs either! Read Less
Save Your Business $100,000s
Let Us Build Your Service Today With Our Sydney Paraplanning Services Today!
There’s nothing to stop you from trying out our service today. Even if you just want to get a clear picture of what we can do for you specifically. Our on-demand paraplanning services are not just limited to Sydney, We also provide paraplanning services in Brisbane, or if you’re looking from the South, our paraplanners in Melbourne will be there to assist you! So please don’t hesitate to get in touch with us via our social media channels or directly via email. Let us know what sort of tasks you require, and we’ll get back to you with a service tailored just to your needs!
CLAIM MY FREE SOA
Leverage Our Experienced Team Of Paraplanners To Produce Exceptional Standard SOAs For Your Business
For Fast, Reliable & Australian-Based
Paraplanning There’s Only One Option….
 | Other Outsourced Paraplanners | In-House Paraplanners | |
|---|---|---|---|
| Flexible Pricing Options | |||
| Optional No Lock-In Contracts | |||
| Quality Assurance By A Senior Paraplanner | |||
| Save $65,000+ A Year | |||
| 10 Day Turnaround Guaranteed* |
CLAIM MY FREE SOA
Leverage Our Experienced Team Of Paraplanners To Produce Exceptional Standard SOAs For Your Business
Choose TNW Solutions For
Fast & Professional Outsourcing
Our Quality Assurance Process Is Second To None
Salaries, super contributions, leave, and training – get the high-quality assistance you need to serve your clients without the stress of managing staff
Enjoy The Benefits Of An In-House Paraplanner Without The Costs
Salaries, super contributions, leave, and training – get the high-quality assistance you need to serve your clients without the stress of managing staff
Only Pay For What You Need, When You Need It
Does your workload vary from month to month? Our flexible pricing options reduce your risk and ensure you only pay for the services you need
Access Some Of The Best Paraplanners In Australia
Our experienced team of paraplanners can provide you with detailed, accurate SOAs – giving you more time to focus on other areas of your business
Increase Efficiency Using Our Experienced, External Team
Using our experienced team of paraplanners, you can scale your business and take on more clients – without the inflated costs of hiring new staff
A Plan That’s Tailored To The Needs Of Your Business
We understand that every business is different, which is why we work with you to craft a plan that’s tailored to your specific needs and requirements
CLAIM MY FREE SOA
Leverage Our Experienced Team Of Paraplanners To Produce Exceptional Standard SOAs For Your Business
Our Flexible Pricing Options Mean You Can Receive High Quality SOAs As Often As You Need Them
Dedicated Paraplanner Our month-by-month plans are perfect if you need ongoing support on a full-time or part-time basis. Our expert team can handle your SOAs and ensure everything is completed accurately and on time.
Basic Paraplanning Services (For as low as $1,600 per month) If the paperwork is piling up and you need a talented paraplanner to do the heavy lifting for you, this could be exactly what you’re looking for. You can work directly with your paraplanner (or paraplanners) to dictate which tasks take priority. These can include (but not limited to) administrative support like data entry, pre-SOA research including platform research, insurance needs analysis, premium estimates and completion of simple/standard SOAs, ROAs and Review documents. All our paraplanners have 2+ years experience, a broad range of knowledge, and are available on either a part-time or full-time basis.
Premium Paraplanning Services (Fee structure on a per SOA basis) If you need a highly-experienced professional you can rely on, we have a team of 12 hard-working senior paraplanners. Our senior paraplanners have 5+ years of experience and each one holds a Bachelor’s Degree or higher. Our senior paraplanning services also come with an internal peer review process to ensure no small detail is missed!
CLAIM MY FREE SOA
Leverage Our Experienced Team Of Paraplanners To Produce Exceptional Standard SOAs For Your Business
Our Knowledgeable Team Can Handle A Diverse Range Of Strategies, Including:
Superannuation
Personal insurance
Wealth creation strategies
Salary packaging
Gearing strategies
Debt management
Pensions and annuities
Centrelink strategies
Estate planning
Self-managed super funds
Aged care
Retirement planning
Investment planning, gearing and tax considerations
Small business rollover CGT concessions
Family and discretionary trusts
Limited recourse borrowing arrangements
Meet Our Friendly And Experienced Directors
Daniel Ryan
Daniel Ryan has a Bachelor of Business (Financial Planning) at RMIT and 20+ years’ experience in the financial planning industry. In 2013, he launched TNW Solutions with the goal to provide Australian financial planners with exceptional quality paraplanning services – without the risk or expense of hiring an in-house team. TNW is now an integral part of the Australian’s financial planning landscape and works with both large national financial planning firms, and independent boutique financial advisers across the country.
Esha Khosla
Esha has more than 15+years’ experience in the financial planning industry and holds an Advanced Diploma of Financial Planning qualification. A former colleague of Daniel’s, Esha decided to join TNW Solutions in 2015 and has brought a wealth of knowledge and experience to the business. Since joining, Esha has helped grow the business to include a team of 20+ experienced paraplanners who handle the needs of 90+ financial planning firms across Australia.
Senior Paraplanning Team
TNW Solutions has a team of 12 qualified senior paraplanners who have 5+ years of experience and a Bachelor’s degree or higher. Every member of our team is not only highly experienced, but has an outstanding work ethic and meticulous attention to detail. This enables them to produce exceptional quality work with a short turnaround time of just 10 business days.
Junior Paraplanning Team
We pride ourselves on employing some of the most talented junior paraplanners in the country. Our junior team consists of 18 paraplanners. All have 2+ years of experience with a broad knowledge across a diverse range of strategies. Our junior paraplanners are highly qualified, and produce accurate, high-quality reports within a short turnaround.
CLAIM MY FREE SOA
Leverage Our Experienced Team Of Paraplanners To Produce Exceptional Standard SOAs For Your Business
Here’s How It Works…
- 1.Book Your Free Consultation With An Expert Paraplanner
Fill out your details below and discover how to save countless hours and thousands of dollars every year with our gold standard paraplanning services.
- 2.Tell Us About Your Business And Your Specific Needs
During your consultation, we’ll discuss your business in greater detail and reveal how we can tailor our services to meet your specific requirements.
- 3.Receive Your FREE, Customised Statement Of Advice
If you are one of the first 10 clients for October, we’ll send you a free, fully customised SOA so you can try our high quality services risk-free.
- 4.Use Our Service As Little Or As Often As You Need
We offer ad hoc and month-by-month options so you can have paraplanners available at your convenience without being locked into long-term contracts.
- 5.Focus On Your Clients’ Needs – We’ll Take Care Of Yours
Take the time and money you save hiring and training in-house paraplanners and put it towards strengthening the relationship with your clients!
CLAIM MY FREE SOA
Leverage Our Experienced Team Of Paraplanners To Produce Exceptional Standard SOAs For Your Business
If you’re Not Satisfied After 3 SOA’s, We’ll Refund You Every Cent – Guaranteed!
Our efficient, systemised process and comprehensive Quality Assurance checks ensure our expert paraplanners generate only the highest quality advice – all checked by a Senior Paraplanning Manager. This process is designed to save you time AND money, so you can focus on your clients and grow your business. We’re so confident in our procedures that we offer a 100% quality assurance guarantee. If, for whatever reason, you are unsatisfied with the quality of our reports after 3 tries, we guarantee to give your money back. It’s our way of ensuring your best interest is our top priority.
TRY OUR SERVICES FOR FREE
Leverage Our Experienced Team Of Paraplanners To Produce Exceptional Standard SOAs For Your Business
Hear Why 90+ Australian Financial Planners Trust TNW Solutions To Write Their SOAs…
“We have been utilising TNW Solutions since 2013. We have viewed the partnership with Daniel, Esha and their team , as an extension of our business. This relationship embodies very similar core values our firms represent, with a strong client first mentality. Their service is exemplary! We would have no hesitation referring them to other financial planning practices, requiring back office and paraplanning support.”
Chris Saunders Managing Director Capital Counts
“When finding a partner to deliver on your compliance solutions, it is super critical to find a team that operate as an extension of your business. We’ve been using the team at TNW for over five years now, handling what we would consider to be extremely complex advice needs for our clients. TNW operate and integrate seamlessly with our team allowing us to provide more scaled solutions to our clients. We would happily recommend them to any advisory firm as we have in the past.”
Andy Fenton Fenton Financial
“I have dealt with the team at TWN Solutions for over 5 years. Over this period they provided excellent paraplanning services. The plans I receive are accurate and are returned within the timelines I require. When clarifying needs the team are always easy to get in touch with and happy to assist in any alterations I request”
Julie Ford Ford Advisers
“I have been very happy with the services of Esha and the team at TNW Paraplanning. The Team are always available to answer any questions you may have, and their quick turnaround times enables us to move forward with the advice, so we can implement in a timely fashion and place the client in a better position.”
Hsu Chiang Hall Chadwick Wealth Advisory
“Our business has been using the services of TNW Solutions for several years. We previously placed paraplanning services through a broker-approach. However, when we encountered the quality, expertise and business efficiency of Daniel and the team, we no-longer wanted our services outsourced to any other providers. We contacted Daniel and the team and organised a relationship directly with them and they have been our sole source of paraplanning support services ever since.”
Michael Davie Kuda Wealth
“I have been engaged with Dan and the team since 2015 and from the very beginning they have been always prepared to put in the extra little bit of effort to ensure the client outcome exceeds expectations. TNW understand the advice process, the compliance obligations and in particular the overall challenges faced by advisers when delivering services to clients. Their ability to work closely with advisers to identify gaps or as a sounding board for strategy in my opinion puts them ahead of the pack.”
Lachlan Campbell Cadence Accountants and Advisors
CLAIM MY FREE SOA
Leverage Our Experienced Team Of Paraplanners To Produce Exceptional Standard SOAs For Your Business
strictly limited to the first 10 people in this month
Book A Complimentary Consultation With Our Expert Paraplanners And Receive Your FREE Custom SOA Report In 10 Days Or Less (Valued At $479)
Speak to one of our experienced Paraplanners to discuss how we can save your business 480+ hours and $65k p.a. by producing high quality on-demand SOAs, ROAs, product comparisons, modelling and projections… all backed by our 100% Quality Assurance Guarantee.
Here’s what you’ll discover on the call…
How we saved 90+ clients upwards of 53,000 hours and $65k p.a by producing exceptional quality on-demand SOAs, ROAs, product comparisons, modelling and projections – and how we can do the same for you
Why our industry-leading Quality Assurance process GUARANTEES you receive only the highest quality SOAs from our expert team of qualified paraplanners
How our team of experienced paraplanners can tailor a solution for your business to meet your exact licensee compliance standards – and ensure all documents land on your desk 100% accurate and ready to send to your clients.
Plus, for this month you can claim your FREE custom SOA report (valued up to $479) to put our expert team to the test and try our services risk-free!
Book in your consultation today to start receiving rapid, quality assured compliant advice at a fraction of the cost.