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