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If you’re a financial planner or advisor, you know that time means money. And while you’re busy providing financial advise and helping your clients make wise decisions, have you considered checking your own?
Imagine your day-to-day work having back-to-back meetings, ensuring that you’re compliant on every single step. With a lot of work on your plate, can you still keep up the quality and speed needed to satisfy your clients?
If not, maybe it’s time to consider getting a helping hand from an expert that matches your pace, skills, and needs.
With a Financial Planning Assistant by your side, you could focus on your clients’ growth while we elevate yours. Whether it’s appointment setting, bookkeeping or managing your client portfolio? You’ll have a strategic partner specifically trained to handle your low-value admin tasks with accuracy and efficiency.
Koruna Assist will train and onboard our virtual assistants so they’ll be molded as experts before working with you. After a 4-week intensive training, you’ll have a financial planning assistant that could provide quality work without hand-holding – giving you time to build client relationships, attract more clients, or even spend more time off to relax and pursue your personal hobbies.
Outsource the time-consuming tasks on your plate and notice how your productivity improves by working less.
You’ll never have to worry about backlogs and deadlines - with an expert Financial Planning VA, you could work 3-4x a week to spend time for yourself and your loved ones and come back as if you’ve never left.
Save money by hiring one for less and get more value with their accurate and quality work. Save time to expand your business, bond with your family, or just start doing the things you love most.
You have been helping your clients make sound financial decisions, but you now have the power to make the biggest business move for yourself. Pursue leads, expand your reach, and ultimately grow your profits by focusing on the core functions of your business.
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!!
Petra and her team are highly knowledgable in helping you with offshore staff members. Her workaround process mapping is second to none and could be implemented for local teams as well. Her staff are warm and friendly and came to me highly recommended.
I would inturn do the same
The answer is YES! Our Financial Planning Assistants will be trained on preparing documents, implementing financial advice, establishing Super funds or preparing your portfolio reports, depending on what you are looking to outsource. We usually hire assistants with a background in your field, so you won’t have to deal with a complete newbie and can count on high-quality work once their training period is over.
Our virtual assistants will go through a 4-week training period so they can specialize in the tasks you need help with. During this period, we’ll keep in touch with you to identify the most time-consuming tasks you need to take off your plate and outsource these to our team of Koruna experts so you can reclaim the time to do what you love.
For financial planners and advisors juggling multiple tasks at once, our trained admin assistants will do your low-value tasks so you can finally focus on revenue-generating activities without the headaches of admin work. A skilled VA can help with a variety of admin tasks, including maintaining client database, preparing application, handling product enquiry and research, and maintain client communications.
If you have a big team with lots of sensitive information at risk, having a traditional, office-based setup is still a good choice. But if you’re a startup business owner that lacks time for everything, here are the top three reasons why a virtual setup would be perfect for your business:
A Financial Planning Assistant optimises and speeds up your workflow by handling your day-to-day, low-value tasks, so you can achieve a work-life balance while securing your career and business growth. A Financial Planning VA is responsible for:
Now it’s time to meet and interview the selected candidates via video call! This is your chance to find the best fit for your business needs. Take this opportunity to get up close and personal with the candidates.
We’ll be right there with you every step of the way to make sure the transition is as smooth as possible. Don’t worry, we’ll always be here with ongoing support to make sure everything is just right for you.
Now it’s time to meet and interview the selected candidates via video call! This is your chance to find the best fit for your business needs. Take this opportunity to get up close and personal with the candidates.
We’ll be right there with you every step of the way to make sure the transition is as smooth as possible. Don’t worry, we’ll always be here with ongoing support to make sure everything is just right for you.
We’ll be right there with you every step of the way to make sure the transition is as smooth as possible. Don’t worry, we’ll always be here with ongoing support to make sure everything is just right for you.
We always start with a personal conversation to really understand how we can best support you. This allows us to tailor a solution that’s just for you, and to provide you with all the information you need. Let’s talk!
Tell us exactly what you’re after! We’ll work together to capture all the essential qualifications, skills, and competencies you need in your next superstar assistant. With this info, we can help you craft a job description that gets responses from the best candidates.
Our commitment is to find you the ideal virtual assistant for your needs, ensuring that we source, screen and prepare the perfect candidates for you to review.