Financial Planning Administration

Empowering advisers, simplifying processes.

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At Luminassist Admin, we understand the unique challenges financial advisers face in balancing client care with administrative demands. Our Financial Planning Administration service is designed to remove the complexity from your day-to-day operations, giving you more time to focus on what truly matters, providing expert advice and growing your practice.

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We take care of the details behind the scenes so you can deliver exceptional service to your clients with confidence and ease.

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What we handle for you

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Our specialised support includes:

• Client Application Lodgments' & Follow-Ups

        Ensure applications are submitted accurately and                          tracked to completion.

• Client Enquiries 

         Prompt and professional responses to maintain strong                 client relationships.

• Booking & Confirming Client Meetings

         Seamless scheduling to keep your calendar organised.

• Organising Annual Client Reviews

         Stay proactive with timely review arrangements.

• Preparing Client Meeting Packs 

        Including Financial Services Guide, Adviser Profile, and                Fact Find for a polished client experience.

• Data Entry into CRM & Financial Planning Software  Accurate and efficient updates for smooth operations.

• Obtaining Insurance Quotes 

        Quick and reliable quotes to support your client                                 recommendations.

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We combine industry knowledge, precision, and a commitment to excellence to deliver support that feels like an extension of your team. Our goal is to help you work smarter, not harder, so you can focus on building trust and delivering value to your clients.