Virtual Partner™

Our Virtual Partner offering allows you the flexibility of an experienced assistant without full time employment.

Our offering can be customised to your needs, as we know every practice is different. We have put packages together to help you get started. Please click on each of the sections below to find out more.

Should you be interested in more information, you can contact Vanessa.


Virtual Partner™ Core

Our  Virtual Partner™ Core offering includes:
* Setting up appointments and confirming on the day of the appointment
* Preparation of meeting packs and profiling
* Collect Client information and Astute Downloads
* Access to our technical specialist.
* Reminders of client reviews.

Our fee structure is customised to your needs.
Month to Month Contracts available, discounts for annual commitments.

Virtual Partner™ Basic

Our  Virtual Partner™ Basic offering includes:
* Setting up appointments and confirming on the day of the appointment
* Appointment Reminders (Advisor and client)
* Compliance Audit Preparation assistance
* Preparation of meeting packs and profiling
* Collect Client information and Astute Downloads
* Collecting information from product suppliers
* Access to our technical specialist.
* Preparation of Compliance Packs
* Pre-populate and Quality assure application forms
* Submission of New Business
* Reminders of client reviews.

Our fee structure is customised to your needs.
Month to Month Contracts available, discounts for annual commitments.

Virtual Partner™ Executive

Our  Virtual Partner™ Executive offering includes:
* Setting up appointments and confirming on the day of the appointment
* Appointment Reminders (Advisor and client)
* Leads from outsourced partners
* Records Management
* Travel Planning
* Subscriptions Management
* Meeting Summaries and Action lists
* Compliance Audit Preparation assistance
* Preparation of meeting packs and profiling
* Collect Client information and Astute Downloads
* Collecting information from product suppliers
* Prepare policy Summary
* Data Capturing on CRM
* Access to our technical specialist.
* Preparation of Compliance Packs
* Prepare proposals
* Prepare Replacement Advice Record
* Pre-populate and Quality assure application forms
* Submission of New Business
* Tracking and follow up of new business.
* Reminders of client reviews.
* Prepare Client welcome pack

Our fee structure is customised to your needs.
Month to Month Contracts available, discounts for annual commitments.

Virtual Partner™ Custom

Our  Virtual Partner™ Custom package allows you to state your needs and we will provide you with a quote for the proposed services.

We have Month to Month Contracts available, with discounts for annual commitments.

Please contact us for more information on the Custom Option.

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