Professional Administration

We aim to become Your Dependable Partner.

Our Model is simple, we provide functional, efficient and customisable services to you as a Financial Advisor.

You may have an existing administrator or administration team that but still find that there is not enough time in the day to see more clients. The reasons may be lack of experience, too many tasks, multiple tasks of a complex nature. Perhaps your team lacks your input and guidance due to you not having enough time. The list goes on with the challenges you may face with employing staff. Some of our clients have an excellent admin team but they just don’t have a way of dealing with overflows, projects, bottlenecks or someone going on leave.

All these challenges and more may continue to bog you and your team down, costing valuable resources and the time which are already limited.

[su_box title=”We Get Results” style=”soft” box_color=”#b2b2b2″ title_color=”#FF6507″]If your admin team is not coping in any area, we can assist you. Perhaps there are tasks and request that just cannot get sorted out, we can assist you. Our administrators have relationships and a network that runs deep into each financial product provider. We get results where advisors have had nothing but frustration and dissatisfaction.[/su_box]

 

[su_box title=”Free Time & New Business” style=”soft” box_color=”#b2b2b2″ title_color=”#FF6507″]We can do what you don’t enjoy thus freeing you and your team up to focus on the strengths of your practice. Approach makes it possible for you to choose what admin you would like to do and what you would like to leave in the hands of our experienced and professional administrators. We can do any of the above mentioned tasks and more. If your admin team can handle servicing your clients, we can then assist with processing new business.[/su_box]

What do you and your team enjoy about administration?

We can do the tasks you don’t want to

• Processing of new business – completing application forms along with arranging for medicals and submitting all underwriting requirements also remembering to chase clients up for outstanding forms and getting cover letters signed while making sure they are FICA for your compliance.
• Servicing and client preservation – do you enjoy changing addresses and beneficiaries as well as providing clients with statements and tax certificates
• Investment administration – completing switches, changing debit order details and also completing the infamous section 14 transfers.

Our services will allow you to focus on your strengths while we focus on your weaknesses.