Outsourcing your Paraplanning
'The SMART Way'

Discover the 3 DEADLY TRAPS that every Financial Planner NEEDS to know BEFORE considering this option.

From the desk of:

Sarah Parker Adv.Dip.FS(FP)/Dip.FS(FP)
Owner / Manager
Chriah Paraplanning



Having been involved in the Financial Planning Industry for over seven years, I understand how busy we can get and also well aware of the many challenges that can unexpectedly arise on a day to day basis.

For example...

: Finding that your days are full from consulting with clients and attending to all of your compliance requirements...

: Not having enough time to continually create high quality Statements of Advice for clients...

: Dealing with sub-standard Paraplanners who consistently underdeliver by producing low quality Statements of Advice where you have to keep sending them back for further adjustments...

: Feeling the frustration from having to put up with long and unreliable turn around times for quality Plans...

: Forking out for the costly overheads associated with employing and training an in-house Paraplanner...

: Struggling to see the value of in-house dealer Paraplanning Services...

And that's just to name a few!

And this is where outsourcing through Chriah Paraplanning can relieve you of those challenges and provide the SMARTER solution you have been searching for...


"I have had the pleasure of having our SOA’s created by Sarah, and her presentation and prompt service has been an excellent addition to our business model. She has become a virtual backbone of our business and her knowledge in the financial planning world has certainly been a bonus for our organisation."

Craig R.
Penrith, NSW


"I have known and worked with Sarah for several years. In the extremely competitive and complex world of financial services it is increasingly difficult to find excellent people. That is why I have and will continue to use Chriah Paraplanning services. Accuracy, competence, timeliness, communication, knowledge, compliance are all critical attributes in a leading practice and commensurately in their chosen service providers. Marry that with an exceptional ‘client-facing’ capability and the list grows even shorter.

Sarah continually evidences these attributes along with savvy business acumen, that provides an invaluable asset to my and any business. I would highly recommend Chriah Paraplanning to provide resource right across a financial services practice and am happy to be contacted to discuss personally."

Rex W.
Sydney, NSW


Click here to see more kind words from our valued clients...


So if you are considering outsourcing through Chriah Paraplanning, then you can expect to receive two distinct advantages for your business...

1. You will eliminate the enormous ongoing costs of employing and training a full time team player, therefore making your business more profitable...

2. You will avoid many unneccessary distractions by delegating time consuming paper work giving you the ability to focus your energy and services towards your valued clients as well as allowing you to spend more time working ON your business...

However, there are 3 DEADLY TRAPS that every Financial Planner NEEDS to know about BEFORE considering the option of outsourcing and please keep in mind that if you get just one of them wrong, then it may end up costing you and your business a lot more, both emotionally and financially!

So if you would like to discover more and find out what you can do to optimise your outsourced solutions to achieve maximum results, then simply enter your details below and we'll see you on the other side...