Let Newcastle
Paraplanning
help grow your
business

We are here to help your business

Here at Newcastle Paraplanning, financial planners come to us for outsourced paraplanning services they can trust. It’s not just about a quick turnaround, but the ability to create compliant documents that meet your high standards.

Focused and precise, we’re a Newcastle-based paraplanning group that centres our services around Statements of Advice preparation, modelling and projections. Leave the time-consuming document management to us and focus on your efficiencies. After all, you’ve got more important things to do, like building relationships with your clients.

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Newcastle Paraplanning

We have extensive experience across several licensees including:

AMP Financial Planning
Charted Financial paraplanning services
RI Advice
Synchron paraplanning services
GPS Wealth
Hillross
Newcastle Paraplanning Services

At Newcastle Paraplanning we want you to be able to focus on your clients whilst we take care of the rest.

  • Advice document preparation (Statements of Advice and Records of Advice)
  • Modelling and Projections
  • Product Research
  • Assistance with templates
  • Plan Checking
  • Strategy Consultation

Advice document preparation

We are able to prepare your Statement of Advice and Record of Advice documents to your specifications and requirements. From simple advice to the most complex strategies, we are able to write any documents as required.

Modelling and Projections

Newcastle Paraplanning can provide you with detailed modelling of your recommendations and strategies. This can be provided before starting your Statement of Advice if required.

Product Research

We know just how time consuming working papers and research are. Our team of paraplanners are able to provide services in this area and ensure that you can meet compliance requirements.

Assistance with templates

We are able to provide support for your internal advice templates

Plan Checking

Newcastle Planning also provide file checking services and can flag potential issues at audits.

Strategy Consultation

Newcastle Paraplanning is able to provide technical support with your strategies prior to commencement of advice documents.

”Owen and the team at Newcastle Paraplanning have been a pleasure to deal with, they are easy to work with, understand the professional standards that are important to us, always communicate clearly and have worked with a range of our advisers with different styles, effectively, efficiently and I can recommend them highly.

Tabitha Tworek, Director - Insight Wealth Planning

”We have been using Newcastle Paraplanning, to prepare all of our Statements of Advice and we have found dealing with Owen and the team to be extremely knowledgeable in all areas of financial planning. They have a robust administration and paraplanning service that makes dealing with them very easy and they are always helpful. The SoAs are of a high standard, compliant and are returned in a timely manner. Newcastle Paraplanning make the effort to understand how our business works and fit in with our model. We would not hesitate to refer them to planners looking to outsource their SoA production.

Alex Jenkins, Director - Virtous Wealth

”Owen, is exceptional in the way he approaches his work – he in an individual with sharp technical prowess. His dedication to my clients with the quality of the Financial Plans produced goes a long way in me continuing to have success with my existing and new clients. He also truly understands the meaning of teamwork and was always on hand to add value to myself professionally and continued development. I look forward to continuing our relationship with Owen to assist my clients along their financial journey.

Alan Poric - Senior Financial Planner - Aspire Planning Group