Coastal Paraplanning
Welcome!
Based on the Sunshine Coast, we are an outsourced paraplanning business, providing comprehensive advice document production for financial advisers across Australia.
With a passion for precision, and a knack for complex financial strategies, we bring over ten years’ experience to the table. Specialising in research, modelling and projections, and advice document production, we partner with advisers and practices to provide outsourced paraplanning services to help you help your clients achieve their goals.
Testimonials
Dan Ryan, Bravium
Jade is a true professional whose work and breadth of knowledge is highly valued by our business, and the industry more broadly. She is a problem solver who is able to communicate clear expectations and timelines to her clients. Her understanding of each business she works with, including the advisers and their clients, makes the quality of her work exceptional. I highly recommend Jade for her range of services!