051 004 0539
FIN.COLLABORATION
Independent Advisor Support Practice
Service • Support • Equip
Working in Collaboration
We work in collaboration with financial advisors and other industry professionals to accomplish a shared goal. The goal is to ensure the most helpful advice and support to both the advisor practice and for the end client in a more cost-effective way.
Our Services
Paraplanning Services
Comprehensive retirement planning
Investment proposals
Financial needs analysis
Annual client revision reports
Fiduciary Services
Trust administration
Drafting of wills
Administration of deceased estates
Practice Management & Support
Payroll & Commissions
CRM system audit
Maintenance & support
Compliance support
Client Segmentation
Client Review Calendar
Training and Development of Staff
A structured training program with focus on practical real-life application of knowledge and skills.
Why outsource these services?
Financial products and the legislation that supports them are becoming more and more complex. It’s now very difficult for financial planners to keep track of the ever-changing market while also maintaining strong relationships with clients and pursuing new business.
In step with this, regulatory changes have increased the technical burden on financial advisers. We equip financial advisors with the reports and tools to ensure improved efficiency within their business practices.
In addition, we also provide Practice Management Support to ensure overall effectiveness of systems and processes. We also focus on staff training to address the current burden on financial advisors to obtain, train and retain qualified employees while still ensuring a fully functional back office to provide support to their clients.
We are the link working “in” your business, so you have time to work “on” your business.
This provides the opportunity for enhanced collaboration to ensure suitable advice and administrative support to clients in order to achieve financial freedom.