Next level specialist support for you, your clients & business

Sometimes, generic support services aren’t enough and freeing you up to “do the do” requires specialised support services. We offer that higher level of support to financial advice businesses and medical practices. We have appropriately trained and qualified people available to provide you with the highest level of support possible.

SPECIALIST SUPPORT OPTIONS AVAILABLE:

FINANCIAL ADVISERS

AML/CFT Regulatory Re-assurance Support Internal Audits

Keep your systems and processes functioning the way they should. We conduct internal AML/CFT audits to ensure client records are accurate, up-to-date and information and advice is provided in the manner required.

Mortgage Application Support

Keep the application process easy for you and your clients. We can assist with ensuring all the support documentation is collected, the application forms are completed and keep your clients informed on progress.

Insurance Application Support

Ensure insurance applications are submitted promptly. We ensure all the supporting information is gathered and will keep your clients informed on progress.

Claims Management

When a client needs to make a claim, they also want reassurance that they are being looked after. We provide that reassurance by keeping on top of the claims process, liaising with your clients to support claims and keep them up-to-date on progress.

Kiwisaver Set-up & Migrations

Grow your Kiwisaver business. We can set up new Kiwisaver account applications and work directly with your clients to migrate their Kiwisaver fund into a fund you have recommended.

Statement of Advice Documentation

Create professional Statements of Advice. We can take your recommendations and turn them into a fully compliant Statement of Advice ready for you to give your final approval and sign off.

MEDICAL PRACTICES

Patient Record Transfers

Accurate patient records are a crucial part of medical practice. We can assist with the setting up new patient files and the data entry required to ensure your systems include all transferred data and information.

Patient Recalls

Ensure your patients don’t miss their follow up tests, screening programmes, health reviews, immunisations or treatments. We can assist with managing your recall systems including contacting patients directly.

Health Promotion Campaigns

Proactive healthcare can help keep your practice from being overwhelmed. We can run health promotion campaigns (e.g. annual flu shots) across your social media channels, SMS service or website encouraging your patients to engage in healthy behaviours.

Appointment Bookings

Keep on top of your daily workload with ease. We can manage your appointments and send your clients timely reminders.

Doctor Inbox Assistance

Keep your daily “to-do” list manageable and make sure patient results are dealt with in a timely manner. As our assistants have had medical training, they are familiar with medical language and can ensure appropriate actions take place.

Patient Education

Patients can make your life easier if they know how! We can help educate your clients on how to access their personal test results and health information, or make online bookings. We can make life easier for everyone.

Specialist services you can rely on

Our People Are Industry Trained

We provide support people who understand your industry, the relevant Regulatory Re-assurance Support and legal obligations, and your industry lingo. Our people have the necessary training and experience for their specialist tasks. As you will have your own methods and processes, additional training may be required by you to get them fully up to speed.

After-hours Support

It’s not always easy to get hold of the people you need to during standard office hours. That’s why we offer after-hours support services, including on weekends. We aim to keep your business humming, even if you are on holiday.

100% Confidential

Client and patient information must be kept confidential. Our people are trained on their obligations regarding this (including the Health Information Privacy Code 1994 where relevant) and we require them to sign a confidentiality agreement before working with you.