Do you run a Financial Planning business?

 

Are you finding those follow up calls to providers/suppliers chewing up more of your precious time?

 

Are you finding the small stuff piling up throughout the day?

 

Wouldn’t you rather be focused on delivering your key service offering rather than making those follow up phone calls to the institutions?

 

Let me help you give YOU more time back into your day.

 

• Email Management

• Calendar Management

• Appointment bookings

• Message taking service

• Document Management

• Customer Relationship Management (CRM)

• Following up institutions / providers

• Client data collection and recording

• Application preparation and lodgment

• Implementation process and follow through

• Compliance management of the advice process

• Client communication and advice updates

• General administration