Our Services

Financial Planning Assistant

A Financial Planning Assistant (FPA) provides support to financial advisors and planners. Their overall responsibility is to provide clients with high quality work by paying attention to details, completing tasks and taking a proactive and reactive approach to client requirements.


Mortgage Broking Assistant

Mortgage Broking Assistant (MBA) provides lending support for the mortgage broker. They help facilitate deals between lenders and lending institutions. MBAs are responsible for organising and preparing documents for the entire loan process.


Executive Assistant

An Executive Assistant ensures that the work process continues to run smoothly. They work both on a one-to-one basis with executives, internal and external clients. As an EA, they are responsible for documenting the minutes of the meeting, fixing schedules, preparing reports, organising documents, and keeping records.


Administrative Assistant

An Administrative Assistant performs a variety of administrative, clerical and basic finance tasks. They are responsible for updating records, preparing documents, basic financial analysis, and implementing policies.


Accounting Assistant

Accounting Assistant provides support to Accountants by helping them with basic bookkeeping and accounting tasks. They are usually responsible for reconciling bank records or draft financial documents. They are also involved with invoicing customers and collecting payments. Their duties include performing clerical tasks such as processing and recording transactions, preparing reports and budgets, fielding communications with clients and vendors, fact checking, filing, and other duties, as needed.


Customer Service Manager

Customer Service Managers ensure clients satisfaction. They are responsible for supervising and managing the customer service team, training new staff to provide the highest standards of customer service service. Additional tasks include handling customer inquiries and resolving customer problems.


Financial Analyst

Financial Analyst tracks the company’s financial performance against a plan. They analyse business performance and market conditions to create forecasts and help business owners and directors make strategic decisions by providing periodic reports.


Financial Planning Assistant


Setup client files

Add client data to the financial planning software

Prepare forms, documents, templates etc. for client meetings

Implementation of Financial Advice

Establish Super funds, Investment accounts, initiate rollovers

Prepare portfolio reports

Prepare product enquiry forms and research

Prepare product comparison reports.

Prepare insurance premium estimates and quotes using specific software

Prepare application forms

Download product documents

Submit application forms

Follow up applications, insurance underwriting, medicals etc.

Arrange medical tests

Download and collate documents and other research

Update and maintain client database

Other task agreed upon by the parties

Mortgage Broking Assistant


Gathering of Supporting Documents

Completion of Client Details through client follow up if incomplete

Product Comparisons

Pricing Requests (for both active and aftercare clients)

Flex/Connective/CRM Data Entry

Apply Online Data Entry & *Upload of Supporting Documents

Submission of Application through Apply Online

Follow up with Lenders regarding applications

Client updates with further information/documentation required (if applicable)

Settlement Sheets

Aftercare service

Ad hoc admin tasks

Ongoing Clients

Executive Assistant


Email Management/Filtering

Booking appointments with clients

Calendar Management

File Management

Database building

Hotel and Flight Booking

Taking down minutes of meetings

Preparing Slideshows (Powerpoint Presentations)

Administrative Assistant


Organise and update all files

Performed Data Entry tasks and create reports

Monitored daily bank account activity using the internet and QuickBooks

Preparing bank deposits and compiling data from registers

Creating Powerpoint presentations

Updating and maintaining account records by calculating expenditures/revenues and profit/loss

Accounting Assistant


Assist Accountants and other financial professionals with creating and editing financial documents

Organize the bookkeeping processes of the company

Evaluate financial budgets and track expenses

Draft and report financial presentations

Reconcile financial books including incoming and outgoing funds

Customer Service Manager


Oversee our customer service team

Manage and train Customer Associates

Set reasonable customer satisfaction goals and work with the team to meet them

Interact with customers, responding to their inquiries and guiding them to the appropriate service

On-board new employees and train them based on your expertise and skill set

Create and implement an effective customer loyalty program

Financial Analyst


Provide analytical, forecasting, reporting, and project support

Produce monthly reports; key metrics, financial results, and variance reporting

Spearhead the annual and quarterly budgeting and forecasting processes

Identify opportunities for performance improvement across the organization

Maintain knowledge and keep abreast of new investment regulations or policies

Develop models that help with decision-making