Services & Pricing

With all the responsibilities of being a small business owner or financial services professional, keeping up with day-to-day operational tasks of your business and also servicing your clients can be a full time job. Outsourcing these tasks to me can help you free up your time to focus on activities that build and grow your business. My service offering is

Personal

You will be dealing with me directly, not someone assigned to you by a service depending on whom they have available.

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Tailored

Specialised services specifically for financial planners and advisors.

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Exclusive

You are free to request additional services exclusive to your business requirements.

Office Administration

• Appointment scheduling

• Email management

• Cloud filing

• Invoicing and billing

• Calendar management

• Transcription 

• Document processing

Client Services

• Client onboarding/offboarding

• CRM management

• Client meeting preparation

• Post meeting wrap up

• Managing prospects

• Database/contact management

• Customer due diligence (KYC)

Social Media

• Scheduling posts on platforms

• Editing content

• Online engagement

• Profile management

Deal/Loan Support

• Data entry

• SOA support

• Drafting/proofreading/editing

• Research

• Advise implementation

• Loan tracking

Account Administration

• ​Opening/closing accounts

• Fee billing

• Forms processing

• Terms of agreements

• Reports preparation/distribution

• Annual client reviews

Plans

My services are equivalent to the addition of multiple roles. So instead of hiring multiple individuals and dealing with the costs of training and maintaining them, just team up with me!