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Onyx
Paraplanning

Supporting Your Business
About AsOur Services

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About

Onyx Paraplanning is managed by Jessica Silviera who has 10 years experience in the Financial Services Industry

Jess has worked closely with Financial Advisers through her experience as a BDM for platform providers and is passionate about delivering quality work for her clients

Jess has completed her Diploma of Financial Planning and will work with you to achieve your advice and compliance needs

Services

The services that we provide are designed to make your life easier and allow you to spend more time doing what is important

Statements of advice

We will put together the Statement of Advice for your clients that is matched with your advice strategy and fits with the compliance requirements set out by both ASIC and your Licensee.

projections

As part of putting together your advice documents, we can provide projections to complement your strategy and further enhance the view that you are working towards your clients best interests

product research

To ensure that you satisfy your BID requirements, we can research the existing product of your clients to help you build the overall picture of quality Financial Advice.

data entry

We can start out the process by entering the data required into your preferred software provider, which will flow into the advice documents

Our Process

We have built a standard process for paraplanning to ensure accuracy and efficiency when putting together Statements of Advice

We have built a standardised form to ensure you can easily request the Statement of Advice. This form clearly spells out your strategy plus important parts to show you are satisfying your best interest duty.

Initial Request

Once we receive your initial request, we will send a quote spelling out the costs before you commit to go forward

Quote

We will populate and edit the Statement of Advice taking your preferences and licensee guidelines into account before emailing to you

Document population

You will have the ability to come back to us with any edits or corrections required before presenting the Advice to your clients

Check and Edit

Get a Quote

Pricing

Every client is Different

We understand that every strategy you do for your client is different with many intricacies.

We endeavour to be fairly priced and ensure that you keep the lion share for your hard work and valuable advice.

We have built a pricing structure based on typical complexity, but will provide a quote before each advice document so you are clear before pushing ahead.

We will be happy to provide an outline of our typical costing structure before choosing to work with us.

We are RealiableWe are EfficientWe are EffectiveWe are Compliant

Contact

Get in touch to get more information

Tel.: 0413 919 680

jess@onyxparaplanning.com.au