ABOUT Us
My background enables me to be the person that you need to take those tedious tasks away so you can grow your business.
I have 18 + years of experience within the financial services industry, specialising in mortgages and insurance, previously working with ANZ and Westpac and for the last 5 years working as a personal assistant for financial advisers in Christchurch.
I know how important it is for people to receive the right advice and how important your clients are to you and your business.
How Can we Help You
Do you struggle with -
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Getting the time to contact your clients at review time?
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Keeping your client database up to date and current or just don't know where to start
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Incoming review notices from Insurers.
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Introduction calling for new clients
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Mortgage rate reviews
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Letter follow-up
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Chasing underwriting follow-up (client, medical practitioners and insurance company)
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Statement of Advice follow-ups to ensure you stay compliant within your process
How we can help -
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Managing client communications
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Retaining your clients
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Database clean up and accurate information
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More time to achieve sales and grow your business
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All done by a professional friendly voice with industry experience