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.
LOOKING TO OUTSOURCE PARAPLANNING TO AN EXPERIENCED AUSSIE TEAM?
Get Your sOA in 10 Days Or Less… And If you are Not fully Satisfied after 3 SOA’s, we’ll refund you every cent – guaranteed.
Book A FREE 30-Minute Session With An Experienced Aus Based Paraplanner Now And See If You Qualify For A Free SOA In this month
90+ Advisors Serviced
53,000 Hours of
10,600 Documents Processed
Access Some Of The Most Experienced And Reliable Paraplanners In Australia On Demand
If you’re a small or medium business, you might not have the full-time workload to justify the expense of an in-house paraplanner. If you’re a larger business who does have paraplanners on staff, your workload might increase from time to time and become too much for them to handle. Need to find a paraplanner? That’s where we come in.
At TNW Solutions, we specialise in producing gold-standard Statement of Advice documents – in a timely, cost-efficient manner. With our help, you can save thousands on hiring and training costs, increase the capacity and efficiency of your current team, and provide clients with accurate, detailed and fully-compliant SOAs. Read More
Quality Paraplanner Services in Australia
For every business, the clerical tasks of paraplanning can be time-consuming, with what can seem like little return. However, businesses that do not take the back office administrative duties seriously are likely to face a multitude of problems if they do not get them in hand. All these seemingly menial, repetitive tasks like preparing SOAs, ROAs and annual review documents can actually form the backbone of any given company.
It’s for this reason that even the smallest business can benefit from a quality outsourced paraplanning solution. It is the paraplanning and administrative work that requires great specificity and focused attention to detail that, while time-consuming, builds the groundwork for much higher-level and profitable work. In some companies, they might look to hire internal paraplanners to do this work, but there are a number of benefits to outsourcing instead.
Paraplanning Services: Experienced and Professional
Since 2013 our company has been providing paraplanning services to businesses all across the region. In every case, we have delivered accurate and insightful paraplanning services such as offshore paraplanning, outsourced paraplanning, freelance paraplanning all at a reasonable cost. We like our clients to know that we genuinely care about their paraplanner needs, which is why we always offer an adaptable and dependable service centred entirely on what you need when you need it.
It was originally an administrative role, but now providing paraplanning services has become a career in itself and not just a stepping-stone to full-time work as a financial advisor. Another thing that paraplanners do is prepare SOAs, which is exactly the service we offer at TNW Solutions. While you can hire a team of paraplanners as employees of your business, we also make it possible to outsource these responsibilities to us instead and let our team of accredited paraplanners handle them.
Benefits of Working With a Skilled Paraplanner
Finding a paraplanner? Our team has a huge wealth of experience and technical prowess when it comes to paraplanning and paraplanning software and systems. We’ll create a tailored service based on the technology, complexity, and nature of your business and help you to select from as many of our core skills as you need. These include:
- Personal insurance
- Salary packaging
- Debt management
- Wealth accumulation
- Retirement Planning
- Aged Care
- Estate planning.
This is not an extensive list of our abilities, and you’ll come to find that we have an unlimited roster of wealth creation, management and retention strategies, all of which can be adapted and customised to your company needs.
By utilising our professional paraplanner support, we will soon discover a number of benefits which include:
Rather than rely on your in-house team, which may be juggling many other tasks, our paraplanner support is a dedicated service that will only look at accurately preparing your documents. We don’t cut corners, and because of our expert training and valuable knowledge, we don’t need to rush our work to get it in on time.
Whether you have only one or two people working in your team accounts department, or you have a team of in-house paraplanning services in Australia yourself, you’ll discover that working with even a senior paraplanner from our company will help to reduce staffing costs. You’ll need none of the costs of training, nor sick leave or holiday pay, or any of the overheads involved with recruiting. Plus, you need only pay for the services you get!
Whenever you need our services, you will know beforehand how much you’ll be paying for them. Unlike in-house paraplanners in Australia, outsourced paraplanner services all have self-contained costs, such as technology, expenses and other resources.
Find a Paraplanner Services Today!
To take advantage of our senior paraplanner today, either connect with us on social media now or email us with a few details of your company and the tasks you would like us to undertake. If you are looking for a paraplanner in Sydney, paraplanner in Melbourne & paraplanner in Brisbane, contact TNW Solutions. We have a most experienced team of paraplanners always ready for new clients, so don’t hesitate, get in touch today! Read Less
Save Your Business $100,000s In Staff Costs And Countless Hours In Busywork
At TNW solutions, we have strict procedures in place to ensure all documents sent to clients are of the highest industry standards. This includes a stringent quality assurance check performed by a Senior Paraplanning Manager to ensure all SOAs are fully compliant and 100% accurate.
With our expert team taking care of your SOAs, you can save $100,000s on employee costs and thousands of hours in tedious busywork – without having to sacrifice quality. You’ll free up more time to focus on your clients, and have peace of mind knowing your SOAs are word-perfect, every time.
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*|
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
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 Paraplanner 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!
Our Knowledgeable Team Can Handle A Diverse Range Of Strategies, Including:
Meet Our Friendly And Experienced Team
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 paraplanner 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 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.
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.
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.
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 November, 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!
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.
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.”
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.”
“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”
“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.”
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.”
“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.”
Cadence Accountants and Advisors
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.