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Financial advisors, brokers, business owners are facing an increasing demand for their services whilst dealing with increased competition.

Create Your Outsourcing Strategy

Sharing the Wins

  • Outsourcing is the way of the future

    Petra and the team at Koruna Assist have helped us revolutionize our back office and provide us with the capacity to scale our business quickly and effectively.

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    Jackson Millan

    Co-Founder and CEO at Aureus Financial

  • Work on your business not in your business

    Do it! And look for somebody who has a reputation of results, processes, and accountability, and Koruna Assist has all of that!

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    Chris Brown

    Director and Senior Mortgage Broker at New Vision Financial Services
Create Your Outsourcing Strategy

Another great week with Ivy! Ivy is picking everything up very quickly and we can see her confidence growing. She has started to do more and more things and is always asking great questions to better understand the process. We encourage Ivy to keep asking the questions when she is unsure. Feedback from clients has been positive and the overall process is much more smooth with Ivy on board assisting us.

Kimberley Giuffre

The Finance Family

I run a boutique mortgage brokerage and could not live without the support of the Koruna team in particular my outstanding staff they helped source, train and monitor weekly. Communication is top notch and the quality of my support staff is fantastic. Our business is more efficient and customer service experience as good as ever. Since partnering with Koruna we have continued to enjoy consistent flows of 5 star reviews which is largely due to their involvement. Definitely recommend thanks again for your support!

Lee Wisniewski

Director & Chief Mortgage Broker

We’ve had an exceptional experience with our virtual assistance services in the Philippines with Koruna Assist. The company has consistently been proactive and maintained rigorous security standards which is of the upmost important to our business. We took the opportunity when going on holidays to meet our VA, as she has become a really important part of our family business and we wanted to meet with her in persons. Everyone in the company that we have dealt with has been transparent and honest, making it a pleasure to deal with them.

Eileen Oregan Nelson

The Money Matrix

We love Meryll- Meryll is wonderful and incredibly efficient. We are looking to train her up to do more credit critical tasks. Very productive- always get everything done. Very hard worker. Beautiful personality. We love her! Fantastic at getting a big list of tasks done! WE think she has potential to do more complex tasks-always gives everything a go and asks questions. We will split her workload so hopefully more time to learn new task!

Elouise Dooley

Managing Director of Finance Broker

  • Outsourcing is the way of the future

    Petra and the team at Koruna Assist have helped us revolutionize our back office and provide us with the capacity to scale our business quickly and effectively.

    View Case Study

    Jackson Millan

    Co-Founder and CEO at Aureus Financial

  • Work on your business not in your business

    Do it! And look for somebody who has a reputation of results, processes, and accountability, and Koruna Assist has all of that!

    View Case Study

    Chris Brown

    Director and Senior Mortgage Broker at New Vision Financial Services
Create Your Outsourcing Strategy

Zyra is thorough and understands the importance of cross checking information, data, policies and procedures along with identifying and meeting important deadlines. Zyra has shown that she fully understands the importance of excellent customer service which is evidenced via the rapport she builds with clients and the direct compliments she receives. Zyra is slowly developing confidence in her own ability to deal with situations that are outside the scope of her usual day to day tasks, which includes assessing the matter at hand and thinking of solutions without compromising the integrity of the business.

Mary Todorova

Finance & Property Adviser

After discussion with Kevin, besides collecting data, information from my client; he completed a full application with no supervision: including calculations of Income, Funding, products comparison, email/text messages/ updates with clients. He also assisted with writing Best Interest Duty statement (with my review and approval), submitted AOL and we settled this refinance Home Loan with no problem. With his assistance, allowed me to expand on my commercial transactions and winning new business.

Josephine Young

Financial Specialist & Relationship Manager

Due to a significant change in my practice where I closed the office with in-house support staff I spent less time on admin than I do now. However, having stated this there was always going to be a trade-off from having actual staff in the office to having a virtual staff member. If it were not for my VA and her efficiency and solid support, I could not have made this change.

John Carberry

Senior Financial Adviser of RI Advice

I have engaged Petra to help take my business to the next level. Her ability to provide solutions and optimise my workflow has been fantastic. She is patient and very understanding and I can feel that she genuinely cares. You would be silly not to speak to Petra and the team at Koruna Assist. Would Recommend 10/10!!

Jake Taylor

Sterling Grange Financial Planning

  • Achieving work-life balance through outsourcing

    Petra and her team have been a great addition to my Financial Planning business. Having my administration, document management and customer service handled by professionals allows me to not get bogged down and focus on new clients.

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    Ronald Pratap

    Founder of RP Wealth Management

  • Scaling your business with outsourcing

    Petra is a phenomenal leader and Koruna is the best outsourcing firm in the industry. The growth we have achieved in our business could not have been done without the team at Koruna.

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    Sam Panetta

    Co-Founder and Head of Lending Department at Aureus Financial
Create Your Outsourcing Strategy

  • The right approach to outsourcing

    Working with Koruna Assist has clear benefits but you do need to put in time and energy for your outsourcing strategy to work. You have to tell them the process that you want them to follow, and then they’ll do it.

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    Neil Sonneveld

    Founder of Mansfield Financial

  • Systemising success with outsourcing

    If you’re on it at least jump on a call or have a chat because for us it was quite eye-opening. It’s really nice to think about the way this business is structured.

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    James Menezies

    Managing Director of Wealth Collective
Create Your Outsourcing Strategy

  • Key to delegation is communication

    I have had a faultless experience with my VA, she has been a great asset to my business. She has helped give me back family time as well as keep my applications moving quickly through the systems.

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    Grace Taylor

    Finance Broker of Taylored Finance Co

  • Outsourcing is definitely an investment

    Definitely an investment due to them being valuable team members in our business. We take the time to train them in our processes and systems and they have become wonderful operators.

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    Danielle Ridley

    Director of Mortgage Finesse
Create Your Outsourcing Strategy