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.
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.