Financial Adviser

Financial Planning Admin Tasks

We will review and map out your business processes to see what improvements can be made. Then, we will identify what admin tasks you can outsource.

As part of our service offering, your unique processes will have proper documentation.

Gather information and research

Preparing Quotes and Instructions

Paperwork and lodgements

Paraplanning

A dedicated offshore paraplanner can be offered. He or she will work as part of your team like how our admin people work with our clients. A specific training is given and proper onboarding is observed. We ensure all the processes for generating advice documents and client preferences are covered.

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Bookkeeping Services

We provide monthly process reconciliation of all transaction. In addition, we produce monthly P & L, Balance Sheet and Cashflow Reporting.

Commission Tracking and reconciling payments for advisers/ brokers.

Payroll includes super, leave, expense reimbursed & E-payslips.

Management Reporting & Dashboard

Financial and non-financial KPIs
Consolidaate budgets, targets
Customised reports & access to online business dashboard

Everything is going smoothly, and I am currently very happy with the services. I am particularly pleased with Dolly’s timeliness and speed that things are completed.

Steve Harris

Managing Director, Oak Accountants

Marketing

Marketing is a crucial function in all businesses and organisation. It is becoming vital to succeed in running a financial planning business.

We work hand in hand with our clients in formulating marketing ideas. Focusing on digital marketing, we execute appropriate strategies in reaching the objectives. Our content are tailored-fit for Financial Planning firms. We always make sure that every aspect of the deliverable reflect their respective brand. Most importantly, it caters to the niche by showcasing their subject matter expertise.

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Consulting Services

We provide a no-obligation consulting service. We will assist you in reviewing your business process before committing to outsourcing. This include analyzing what specific tasks can and should be outsourced.

Business Fact Find

Diagnostic Meeting

Report & Recommendation

Workflow

We can assist in building the workflows and processes for your business. We have experience with a variety of financial planning, mortgage broking and workflow systems.

Software Integration

We can support with data migration, systems management, developing new workflows or assistance with client set up.
These are the Financial Service softwares we currently support:

Frequently Asked Questions

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