Phone 07 870 1669

Are you a Financial Adviser?

Specialist administration support for Financial Advisers


As a self-employed Financial Adviser, you're committed to creating a successful business and supporting your clients well, but are you feeling stretched to breaking point because there aren't enough hours in the day to get everything done? Or maybe you're not at breaking point yet but you know you could be working a whole lot smarter and having time to enjoy life!

Let us handle tasks like administration, managing regulation, paperwork and changing client details while you get on with what you do best.

Services for Financial Advisers

We can help you with the following services:

  • Creating quotes for your clients in Insurer software
  • Drafting and Creating SOA's, Risk Plans, recommendation documents
  • Typing Notes from Dictations
  • Researching policy wording
  • Underwriting
  • Claims
  • Keeping databases up to date
  • Calling clients for reviews
  • Dealing with Insurers/Lenders
  • Keeping up to date with regulation
  • Creating processes, systems and effective procedures
  • Mortgage applications
  • All your administration needs in this industry

We are New Zealand's leading Financial Adviser administration company and are committed to providing you with a high quality service. We have ongoing relationships with groups that manage Finanacial Advisers in NZ.

Want to check out our Monthly Packages?

 

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