ONGOING ADMINISTRATION

We understand that the level of Administration support required by Adviser’s is dependent on a wide range of factors, including, but not limited to:

  • Your internal administration support levels

  • Your dealer group support levels

  • Your personal administration capabilities and knowledge

  • Time availability

For these reasons (and many more), we are happy to tailor a package to your specific circumstances to ensure that it fits within both your business requirements and your budget.

Packages

Tailored

To Suit

Your Needs

DAILY OFFICE PROCEDURES
REGULAR MONTHLY CLIENT SERVICING
BUSINESS MANAGEMENT SUPPORT

Includes services such as:

  • Data downloads

  • Maintenance of client accounts

  • Daily transaction input

  • Transaction implementation & processing

  • Misc. data entry

  • Misc. client communication

  • Electronic filing

Includes services such as:

  • Fee Disclosure Statement Preparation

  • Regular Review Client Scheduling

  • Pre-Review Client Meeting Preparation

  • Post-Review Client Meeting Implementation

  • Preparation of Record of Advice (RoA)

Includes services such as:

  • Liaise with Dealer Group

  • Liaise with CRM or other outsource providers

  • Track ongoing income expectations and receipts

  • Maintain administration processes

ADHOC SERVICES

We understand that not everything will fit neatly into a box, because just like no two clients are the same, neither are any two financial planning firms; or the advisers within, for that matter. 

With this in mind, we are happy to discuss and work with you in regards to any project you wish to undertake within your office.

Project's may include:

  • Database research for particular client circumstances

  • Corporate Action mail outs

  • Legislative changes mail outs

  • Business changes

  • Database transitions / mergers

 

Contact us TODAY to Discuss a Package Tailored to Suit

YOUR Needs

- Full Customisation

- No Lock-in Contracts

- Flexible Payment Options

Connect With Us
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Location

Australia Wide

Call

03 5022 0837

0457 161 958
 

© 2019 Janine McLean T/A Financial Planning Support Solutions.