Focus on your client’s growth
while we focus on yours
If you’re a financial planner or advisor, you know that time means money. And while you’re busy providing financial advise and helping your clients make wise decisions, have you considered checking your own?
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Imagine your day-to-day work having back-to-back meetings, ensuring that you’re compliant on every single step. With a lot of work on your plate, can you still keep up the quality and speed needed to satisfy your clients?
If not, maybe it’s time to consider getting a helping hand from an expert that matches your pace, skills, and needs.
With a Financial Planning Assistant by your side, you could focus on your clients’ growth while we elevate yours. Whether it’s appointment setting, bookkeeping or managing your client portfolio? You’ll have a strategic partner specifically trained to handle your low-value admin tasks with accuracy and efficiency.
I need a Financial Virtual Assistant
What does a Financial Planning Assistant do?
Koruna Assist will train and onboard our virtual assistants so they’ll be molded as experts before working with you. After a 4-week intensive training, you’ll have a financial planning assistant that could provide quality work without hand-holding – giving you time to build client relationships, attract more clients, or even spend more time off to relax and pursue your personal hobbies.
Having worked with 100+ business owners we will work with you to identify the tasks that you need most help with and outsource them to our admin assistants. They will be trained according to what you need help with, including tasks like:
Responsibilities
- Adding Client Data to Financial Planning Software
- Implementation of Financial Advice
- Preparing Portfolio Reports
- Gather information and conduct Super, Insurance, and Investement Research
- Preparing Application Forms
- Update and Maintain Client Database
- Follow Up on Applications, Insurances, and Medicals
- Prepare insurance premium estimates and quotes
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Become a Top-notch Financial Planner with the support of KA
Improve Productivity
Outsource the time-consuming tasks on your plate and notice how your productivity improves by working less.
Maximise Personal and Family Time
You’ll never have to worry about backlogs and deadlines - with an expert Financial Planning VA, you could work 3-4x a week to spend time for yourself and your loved ones and come back as if you’ve never left.
Cost-efficient
Save money by hiring one for less and get more value with their accurate and quality work. Save time to expand your business, bond with your family, or just start doing the things you love most.
Career growth
You have been helping your clients make sound financial decisions, but you now have the power to make the biggest business move for yourself. Pursue leads, expand your reach, and ultimately grow your profits by focusing on the core functions of your business.
Book a Discovery Meeting
What our Client's Say
I have engaged Petra to help take my business to the next level. Her ability to provide solutions and optimise my workflow has been fantastic. She is patient and very understanding and I can feel that she genuinely cares. You would be silly not to speak to Petra and the team at Koruna Assist. Would Recommend 10/10!!
- Jake Taylor
Petra and her team are highly knowledgable in helping you with offshore staff members. Her workaround process mapping is second to none and could be implemented for local teams as well. Her staff are warm and friendly and came to me highly recommended.
I would inturn do the same
- Kevin Smith
The proof is in the results... Some of our clients have grown a team of over 10 VAs.
- Increase client base by 61%
- Spend more time with their family
- Travel the world without sacrificing their business growth
- Keep the business running even though they have been battling sickness
- Grow their business and beat the feeling of ‘churning water and not getting anywhere’
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Frequently Asked Questions
The answer is YES! Our Financial Planning Assistants will be trained on preparing documents, implementing financial advice, establishing Super funds or preparing your portfolio reports, depending on what you are looking to outsource. We usually hire assistants with a background in your field, so you won’t have to deal with a complete newbie and can count on high-quality work once their training period is over.
Our virtual assistants will go through a 4-week training period so they can specialize in the tasks you need help with. During this period, we’ll keep in touch with you to identify the most time-consuming tasks you need to take off your plate and outsource these to our team of Koruna experts so you can reclaim the time to do what you love.
For financial planners and advisors juggling multiple tasks at once, our trained admin assistants will do your low-value tasks so you can finally focus on revenue-generating activities without the headaches of admin work. A skilled VA can help with a variety of admin tasks, including maintaining client database, preparing application, handling product enquiry and research, and maintain client communications.
If you have a big team with lots of sensitive information at risk, having a traditional, office-based setup is still a good choice. But if you’re a startup business owner that lacks time for everything, here are the top three reasons why a virtual setup would be perfect for your business:
- We do the training: You won’t have to waste time hiring and onboarding a complete newbie. We will train your VA with everything they need so your could work 3-4 days a week and still run your business smoothly.
- We handle staffing: If you hire a personal assistant, would you still have enough time to manage them? With Koruna Assist, you’ll never have to worry about their payroll, performance, and loyalty – we ensure that our top-notch VAs are happy, satisfied VAs who knows how to do the job efficiently. And if they needed to leave, we have a smooth replacement process so you’ll never be left without a VA.
- You’ll have a full-time assistant for less: Leasing an office space and hiring an in-person assistant can hurt your budget with all the benefits you have to cover. But with a virtual assistant, you can cut down on labor and operational costs all while getting a higher quality work.
A Financial Planning Assistant optimises and speeds up your workflow by handling your day-to-day, low-value tasks, so you can achieve a work-life balance while securing your career and business growth. A Financial Planning VA is responsible for:
- Setup client files
- Add client data to the financial planning software
- Prepare forms, documents, templates etc. for client meetings
- Implementation of Financial Advice
- Establish Super funds, Investment accounts, initiate rollovers
- Prepare portfolio reports
- Prepare product enquiry forms and research
- Prepare product comparison reports.
- Prepare insurance premium estimates and quotes using specific software
- Prepare application forms
- Download product documents
- Submit application forms
- Follow up applications, insurance underwriting, medicals etc.
- Arrange medical tests
- Download and collate documents and other research
- Update and maintain client database
- Managing Prospect database in CRM system
- Other tasks agreed upon by the parties
How We Work With You
Reach Out
Reach out to us through email, our website’s contact form, or a phone call and we’ll respond to you within 24-48 hours. Don’t hesitate, let’s connect!
We always start with a personal conversation to really understand how we can best support you. This allows us to tailor a solution that’s just for you, and to provide you with all the information you need. Let’s talk!
Discovery Meeting
Job Description
Tell us exactly what you’re after! We’ll work together to capture all the essential qualifications, skills, and competencies you need in your next superstar assistant. With this info, we can help you craft a job description that gets responses from the best candidates.
Our commitment is to find you the ideal virtual assistant for your needs, ensuring that we source, screen and prepare the perfect candidates for you to review.
Recruitment
Pick the Perfect VA
Now it’s time to meet and interview the selected candidates via video call! This is your chance to find the best fit for your business needs. Take this opportunity to get up close and personal with the candidates.
Once you’ve selected your VA, we’ll dive into the onboarding process and ensure they receive 4 weeks of thorough training – this way they’ll be fully prepared to start working with you.
Onboarding and Training
Ongoing Support
We’ll be right there with you every step of the way to make sure the transition is as smooth as possible. Don’t worry, we’ll always be here with ongoing support to make sure everything is just right for you.
1
Reach Out
Reach out to us through email, our website’s contact form, or a phone call and we’ll respond to you within 24-48 hours. Don’t hesitate, let’s connect!
2
Discovery Meeting
We always start with a personal conversation to really understand how we can best support you. This allows us to tailor a solution that’s just for you, and to provide you with all the information you need. Let’s talk!
3
Job Description
Tell us exactly what you’re after! We’ll work together to capture all the essential qualifications, skills, and competencies you need in your next superstar assistant. With this info, we can help you craft a job description that gets responses from the best candidates.
4
Recruitment
Our commitment is to find you the ideal virtual assistant for your needs, ensuring that we source, screen and prepare the perfect candidates for you to review.
5
Pick the Perfect VA
Now it’s time to meet and interview the selected candidates via video call! This is your chance to find the best fit for your business needs. Take this opportunity to get up close and personal with the candidates.
6
Onboarding and Training
We’ll be right there with you every step of the way to make sure the transition is as smooth as possible. Don’t worry, we’ll always be here with ongoing support to make sure everything is just right for you.
7
Ongoing Support
We’ll be right there with you every step of the way to make sure the transition is as smooth as possible. Don’t worry, we’ll always be here with ongoing support to make sure everything is just right for you.
Reach Out
1
Reach out to us through email, our website’s contact form, or a phone call and we’ll respond to you within 24-48 hours. Don’t hesitate, let’s connect!
We always start with a personal conversation to really understand how we can best support you. This allows us to tailor a solution that’s just for you, and to provide you with all the information you need. Let’s talk!
2
Discovery Meeting
Job Description
3
Tell us exactly what you’re after! We’ll work together to capture all the essential qualifications, skills, and competencies you need in your next superstar assistant. With this info, we can help you craft a job description that gets responses from the best candidates.
Our commitment is to find you the ideal virtual assistant for your needs, ensuring that we source, screen and prepare the perfect candidates for you to review.
4
Recruitment
Pick the Perfect VA
5
Now it’s time to meet and interview the selected candidates via video call! This is your chance to find the best fit for your business needs. Take this opportunity to get up close and personal with the candidates.
Once you’ve selected your VA, we’ll dive into the onboarding process and ensure they receive 4 weeks of thorough training – this way they’ll be fully prepared to start working with you.
6
Onboarding and Training
Ongoing Support
7
We’ll be right there with you every step of the way to make sure the transition is as smooth as possible. Don’t worry, we’ll always be here with ongoing support to make sure everything is just right for you.
