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

Preparing Quotes and Instructions

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

Accounting Services

We specialise in providing qualified accountants, bookkeepers and support staff to the accounting industry – freeing up your local team to truly add value to your clients’ future business plans.

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

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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