Clique Paraplanning is an Australian-based paraplanning group that provides services focused on Financial Adviser Statement of Advice preparation. The group offers assistance with document management to allow financial advisers to focus on client relationships.

Clique Paraplanning

Clique Paraplanning | 520 followers on LinkedIn. Our quality paraplanning takes the friction out of the document creation process. | Clique Paraplanning is an Australian document focused paraplanning group offering a range of services centred on Statement of Advice preparation for financial advisers. Our aim is to entirely replace the SoA creation process currently in place in your practice so that you can focus on actually being an adviser rather than fighting with Microsoft Word yourself or supervising staff in their battle with the document demons.

The actual process of document creation is a specialised role that neither you nor your administrative staff should be handling on a regular basis.

Head of Operations - Clique Paraplanning

Jackie Bennett

Victoria Smith

I am beyond excited to share that one of our incredible paraplanners, Brittany Cook has been named a finalist in the ifa Excellence Awards for Paraplanner of the Year! 🎉 This recognition reflects the passion, dedication, and expertise that drive everything we do, and is a wonderful reminder of the care we put into supporting our financial advisers. To our amazing Brittany – we’re so proud of you! Your hard work and commitment inspire us all, and this acknowledgment is so well deserved. 💙 A heartfelt thank you to our clients and colleagues for your ongoing support. We can’t wait to cheer on Britt at the awards! #IFAExcellenceAwards #ParaplannerOfTheYear #CliqueParaplanning #ProudMoment #FinancialAdvice #financialplanners #soa

Wishing everyone a Happy New Financial Year! Here's to growing partnerships and creating new ones! 🎉 #financialplanners #soa #team #partnership #financialadvisers #cliqueparaplanning

With EOFY just weeks away, let us help you! #cliqueparaplanning #partnership #financialplanners #soa #EOFY

We're always looking for amazing Paraplanners to join our amazing team 😁 https://lnkd.in/g47SbXPT

Hello LinkedIn community, I trust this post finds you well. We are delighted to share some significant news regarding Clique Paraplanning. As of 1 February 2024, Clique Paraplanning has been acquired by the Sequoia Financial Group, a respected and leading financial services company. Key Highlights: * Business as Usual: There will be no interruption to our services. You can expect the same commitment, professionalism, and efficiency you have experienced with Clique. Our commitment to personalised, client-focused service remains unwavering. * Independence of Operations: The Sequoia Financial Group will have no direct involvement in the day-to-day operations of Clique Paraplanning. This strategic move is aimed at enhancing our capabilities, expanding our reach, and ensuring a sustainable and robust future for our services. * Team Continuity: Our team, which you have come to know and trust, remains intact. You will continue working with the same dedicated paraplanners who understand your unique needs and preferences. * Enhanced Capabilities: The acquisition provides us with additional resources and expertise, enabling us to enhance the services that we offer you. We understand that such transitions may spark questions, and we welcome any inquiries or concerns you may have. Your satisfaction and the smooth continuation of our partnership are our top priorities. Thank you for your continued trust in Clique Paraplanning. We are excited about the opportunities that lie ahead and look forward to delivering an even higher level of service under the new ownership of the Sequoia Financial Group. Kind regards, Jackie #CliqueParaplanning #paraplanning #partnership #financialplanning

🎶 'Tis the time for festive cheer! 🎶 The Clique team sends warm wishes for a Merry Christmas and a joyous New Year. May your year-end break be filled with fantastic moments! #financialadvisers #partnership #clique #soa #christmas

2 Days left to get your request in for guaranteed delivery before we close on 22 December. However, if you miss the deadline, we'll still do our best to complete and send ASAP🎄 #cliqueparaplanning #financialplanning #soa #support #partnership #reliable

Do you have SoAs that need preparation and completion before the end-of-year break? The Clique Paraplanning team is ready to go to support you! Please send your request by Friday 8 December and documents will be returned by 22 December. #cliqueparaplanning #financialplanning #soa #support #partnership #reliable #financialadvisors

It was great to be a part of the Financial Advice Association Australia (FAAA) Congress 2023. Thanks Shannon Brown Simon Bishop and the team at #dash for hosting us.

Clique Paraplanning is an Australian-based paraplanning group that provides services centered around Financial Adviser Statement of Advice preparation.

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Clique Paraplanning