Financial Planning Administration

Our Financial Planning administration service is designed to empower financial advisers with support, enabling you to better serve your clients and grow your practice. We handle the administrative complexities so you can focus on providing expert financial advice.

 

• Client application lodgements and follow ups

• Client enquires

• Book and confirm client meetings

• Organise annual client reviews

• Prepare client meeting packs: Financial Services Guide, Adviser Profile & Fact find

• Enter client data into CRM and financial planning software

• Obtain insurance quotes