Embrace the alchemy of transformation and watch your financial strategies turn into gold!
Revitalise your Statements of Advice (SOAs)
and financial guidance with top-notch plans every single time.
We get it.
You’d rather endure the sting of citrus in your gaze than to trudge through another yawn-inducing Statement of Advice (SOA).
Or worse, squander previous moments crafting one from scratch while potential clients are beckoning, “What about our treasure hunt, partner?” Alas, the last time you sought an alchemist’s touch for paraplanning, you found yourself in a labyrinth of corrections, nearly 12,974 hours deep. Truth be told, it was as bitter as a bite of wormwood.
Here’s our pact: We can’t rewind the sands of time to reclaim those 12,974 hours.
But we can ensure your future is free from such toil – transforming your experience into something worth its weight in gold. And that’s a promise worth its salt.
Wink-worthy documints
Perfect plans in 5-8* days
Language your clients ‘get’
Do you want:
- High quality advice documents?
- A loyal, outsourced Paraplanner who ‘gets’ you?
- Creative strategies to help your clients grow?
- Really, really pretty plans? (Yes, this is real life)
Like you, I’m weary of reports so dull they’re practically fossilised. And work so chaotic it begs for a thorough spring clean.
Say “no more!” to endless hours fixing spent untangling murky documents. Projections with less certainty than a bubble’s fate (ooo what’s gonna happen next?!). Instead greet well-researched, straightforward outsourced paraplanning with documents crafted just the way you envision.
Designed for
easy chats
Customised to your style
1:1
Service
Collaborative
(not clinical)
I make your life easy squeezy.
Consistent paraplanning with a twist of *magic.*
(Cue the sci-fi track)
Hi, I’m Kristy –
But call me ‘secret weapon’
- In the finance game since 2014
- Bachelor of Business (Financial Planning)
- Graduate Certificate in Financial Planning
- Reader, baker, candlestick maker (kidding)
I’m a puzzle-solving Sunshine Coast-based Paraplanner in Australia. With a serious addiction to escape rooms and shaking up the paraplanning space.
My jam? Simplified Statements of Advice, customised reports, compliance checks and advice strategies. AKA I’m your secret weapon.
In a previous life, I was a Financial Adviser, just like you (we’re a damn good bunch). So, as well as being really, really, ridiculously good looking, I’ve danced in your shoes. And I know what you need, how you need it and the quality you expect. Basically, I’m the sorbet to your scoop. To be honest, there’s so much useless hoopla in many ‘old school’ advice documents and it’s time they got a freshen up.
I know first-hand that no Financial Advisor has ever thought “geez, wish this report was longer.” So I make yours shorter. Nor have they pondered “wow, uglier please!” So I make your documents pretty.
Woof, I’m Luna!
Head of Security
- Long-haired Dachshund (aka sausage dog)
- Bachelor of Fluffanomics
- Full-time cute thang
I ruff being a member of the Fresh Paraplanning Team. Actually, nothing makes me wag my baby tail more than being in on the action 24/7. Some say I’m a ter-ruff-ic team player as I hate being separated to my mum Kristy even for a minute!
Some may call me a sausage, but I’m more of a hot dawg with my finger on the pulse for fun times in the office, which include swimming days and extra treats for everyone!
Want to play ball with the Fresh Paraplanning team? I’ll likely be in the background keeping an eye on our security peeps!
“What’s your background? …Are you legit?”
I used to run a photography business. True story. But I decided to follow my passion and shifted to financial planning. Why? Because personal finances make a real difference in people’s lives and I wanted to be a part of that part-ay.
When I was getting my nerd on studying, I scored a job as a Client Services Officer (CSO) at a Financial Planning firm. I got my ladder climb on and worked as an Associate Advisor, then as a Financial Planner.
But I saw that Financial Planners weren’t getting the support they deserved. Often Paraplanners were sitting in some bat cave, tapping away then giving a ‘here you go’ along with their plans. There wasn’t any conversation. No connection. And it felt like it was their way or the highway.
It’s my mission to help guide you. In your way. And design my plans to encourage clear conversations with your clients. Since I’ve worked in your role, that offers an extra sprinkle of magic because I ‘get’ what you need.
“What’s your process?”
- Send me your plan
- Book your meeting
- We call you (“no, you hang up” – “no, you hang up!”)
- You answer a few Qs
- TADA you receive your plans within 5-8 days.*
Get the lime rolling here.
*Conditional to our chats
“Any special perks?”
We’re your long-term squeeze. Meaning? We reward loyalty and quality requests with reduced plan fees.
We’re here for a good time and a long time.
Plus I create customised plans tailored to you and am very hilarious so there’s that.
“Other Paraplanners have decades of experience. Why should I choose you?”
Unlike Paraplanners who’ve been around for yonks, you’re sure that my solutions are fresh and up to date with the latest information.
I’m not tainted by old-fashioned methods or in a 1980s time warp bubble (though those hairstyles – phoar).
I see your client’s values, goals and juicy financial needs through a modern lens. So you and your clients receive advice documents in-line with current strategies, tech advancements and never feel muddled.
“What’s your style?”
Businesses come to us for refreshing and wink-worthy, succinct Statement of Assessments, advice and compliance support.
They stay for our one-on-one service, holistic approach and happy little finger guns – pew pew (their words, not ours). From onboarding to strategy – document writing to delivery. Our bright, fun and beautiful process (#humblebrag) offers ease, connection and certainty the whole way through.
“How much info do I need to give you before we start?”
Good question. Here’s the lowdown:
Onboarding
To customise a complete library of inclusions specific to you, head to my contact page, book a chat, sign our agreement and provide samples of any existing SOAs you like. We’ll discuss any areas you’d like included during our meeting, as well as any recommendations
Pre-SOA services
Attach your research, meeting file notes and a completed Fact Find to my contact form. I’ll be in touch to book a virtual meeting with you.
SOA services
Attach your research, meeting file notes, a completed Fact Find, your product comparisons and an advice file note to my contact form.
Pre-SOA services
Not sure which service you’re after yet? That’s okay, fill in my contact form to book a meeting with me.