Wealth Connect
The "all-in" servicing subscription to meet your clients ongoing needs!
Pick from our core service plans:
Annual servicing is charged at a monthly subscription fee per single client, or couple. Contact us for costs .
Includes:
Proactive diary management & booking client meeting
Meeting confirmation
Compliance check of file
Obtain updated client information
Data harvest existing policies
Prepare plan and performance summary
Prepare meeting agenda
Full Annual Suitability Report
Recording and follow up of post meeting actions
Back office maintenance, update contributions, withdrawals, client details
Platform management
Issue annual tax statements to accountants
Quarterly client feedback survey
Client care call 6 months post review
Email management, client support inbox or similar
Business register maintenance, NBR, complaints register.
Virtual Office – telephone & post services
Orange
Aqua
New client?
Writing new business?
No problem
Onboarding new clients and writing new business are explained in our brochure with clear fixed fee pricing
