Made for advisers,
by advisers

Outsourcing solution That Actually Works

We make enterprise level outsourcing solutions available for financial advice providers in New Zealand. Keep scrolling to know more about us.

Finally, a solution that understands you.

Welcome to A-Perform, New Zealand's premier outsourcing partner for financial advisers. We understand the unique challenges of managing growing client demands while maintaining the highest level of service.

Let our team do the heavy lifting

We provide comprehensive support across all areas of your business, from insurance and mortgage administration to KiwiSaver management and assistance.

Claims and arrears management

Handling insurance claims and overdue payments efficiently.

New business application

Processing and submitting applications for new clients or policies.

Existing business support

Providing ongoing service and maintenance for current clients.

Statement of advice

Preparing formal financial advice documents for clients.

Full admin support

Delivering complete administrative assistance across all processes.

New applications

Managing and lodging new client or product applications.

Application follow-ups

Tracking and updating the progress of submitted applications.

Anniversaries

Monitoring policy or client anniversaries for timely reviews and updates.

Investment set-up

Establishing and configuring new investment accounts.

KiwiSaver set-up

Assisting clients in enrolling or transferring into KiwiSaver schemes.

Transfers

Coordinating movement of funds or policies between providers.

Admin management

Overseeing and maintaining all administrative workflows and systems.

Tools we support

Trail

Adviser CRM

MyCRM

Hubspot

Pipedrive

Zoho

Salesforce

Xero

Myob

Mailchimp

LinkedIn

Facebook

Instagram

Google

Google Ads

A-Perform will lift your business performance

Client engagement was something that I really needed to improve and so A-Perform has given me the freedom to not have to worry about a whole lot of other business practice that I had to do.

Edward Hempseed

The Insurance Place

My income went up by 35% in the first 12 months of using A-Perform. [And now we’re ] moving on what drives forward, because I’ve got the systems going and I’ve got everything working now.

Karen Tourelle

Tourelle Lifebrokers

A-Perform is assisting me in many areas from marketing content, administration, communications. It is the back office support that I was looking for to help with efficiencies in my business.

Lisa Bentley

Investment Matters