Why Outsource

Wealth Axis understands that your time is best spent on building new and existing client relationships. That is why we offer you a solution to outsource your back office to us. Ask yourself, how many more clients could you meet with and service? What would that do for your turnover?

Outsourcing enables you to create a systematic and repeatable process making your business scalable and technologically ahead of the game, allowing you to compete with the big banks and dealer groups. Gain control over your expenditure, whilst ensuring your work meets the utmost of regulatory requirements.

Almost any job can be outsourced. Above are just a few of the reasons why you should outsource this list is by no means exhaustive.

Reduce cyclical risk, technological risk, and obsolescence

Many industries are sensitive to business cycles. The financial planning industry is no exception. Salaried planners are a fixed cost for your business. Outsourcing this cost gives you more control over expendicture in an industry where client workload fluctuates. Small business needs to remain technologically ahead of the game. Keeping up to date with the latest software can be costly. By using Wealth Axis you reduce the risk of becoming technologically obsolent and transfer that risk to us.

Spend more of your time focusing on important aspects of your business rather than compliance

Are preparing SoA’s a good use of your organisation’s time? Ask yourself how much is your time worth? How many more clients would you be able to meet and service if you had outsourced your SoA’s? Outsourcing to Wealth Axis gives you the peace of mind that day-to-day jobs are being done well and adhere to our industry’s ever-changing compliance. All of our documents are produced with this in mind so you can focus on advising clients and building your business.

Compete with the big banks and dealer groups

At Wealth Axis we can assist you with setting up datafeeds to ensure all your reporting is up to date and reduce the number of sites you need to browse. We can also manage these on an ongoing basis to ensure the data is maintained in an accurate manner, enabling your team to focus on client service.

Increase productivity and use the latest best-practice methods

By outsourcing to Wealth Axis, you raise productivity by utilising highly trained staff who specialise in the service required. Here at Wealth Axis we invest a lot of time and money into our training, information systems, and the development of best practice policies and procedures.

Gain scale, expertise and innovation

Gain access to specialists. At Wealth Axis, our staff are trained specifically to manage simple through to complex clients to ensure you receive professional SoA’s every time. Wealth Axis invests heavily in resources and skill enhancement. All staff particiapte in ongoing professional development to ensure they stay abreast of industry trends. At Wealth Axis we not only employ based on skill but also on innovation. Our staff are problem solvers and results focused. Start seeing the benefits of using our services today.

Save money and resources while increasing your profits

Employing and recruiting an experienced para-planner or office assistant is costly and time-consuming.As well as wages, there are indirect costs like expensive software, hardware, workstations, bonuses, annual and sick leave, superannuation, insurance, and training. By outsourcing to Wealth Axis, you save money by paying only for the time you require.

About Us

Why Outsource

Wealth Axis is a service driven back office administration solution designed to assist the financial planning and accounting industry.

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Why Outsource

Our Services

Wealth Axis has built a systematic and repeatable process making your business scalable and technologically astute, allowing you to compete with the big banks.

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Our Process

Our Process

Wealth Axis provides you with a simple easy to use systematic process. Driven by increased productivity and workflow management.

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Sample Pages

Sample Pages

Wealth Axis provides more than just compliance documents. Our documents are powerful marketing and sales tools with appealing design, structure and wording.

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Get A Quote

Get A Quote

Wealth Axis allows you to gain control over your expenditure, with a cost efficient alternative to traditional in house services. Obtain an instant online fee estimate now.

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Blog

Blog

Wealth Axis offers you solutions to remain technologically ahead of the game. Helping you reduce your sales cycles and improve your business.

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