Planner Support Services
We will help you achieve an efficient and compliant financial planning firm by taking on your Administrative burdens.
Maximise your Productivity
Five Reasons your Financial Planning Practice should Outsource its Administration Work.
5. Its Financially Efficient.
4. Reduce Business Risk by Sharing the Load.
3. No HR Burdens!
2. The Quality of your Customer Service will Improve
1. You Can Spend More Time Growing your Client Books.
A solution for your business, that you can customise:
A dedicated contact person who understands your specific needs.
Dealer group liaison and documentation assistance;
Opt in and FDS management and processing;
Compliance key document checking;
Tasking templates for all activities;
Fee for Service guidelines, calculators and templates;
HR materials and documentation;
Discussions about different business structures;
Client and staff surveys;
Library of letter templates, newsletter articles and marketing materials;
Scheduling and preparation of client meetings including all associated paperwork;
Receiving of phone calls and correspondence;
Scanning and lodging of any client related investment documentation;
Data input into AdviserNet Gain / Xplan;
Training on AdviserNet Gain/Xplan.
Advice on IT setup and structure;
Tracking of review meeting outcomes and subsequent implementation tasks;
Paraplanning; (additional cost)
Experienced book keeping services; (additional cost)
Social media articles and uploads; (additional cost)