MORTGAGE BROKING
SERVICES

MORTGAGE BROKING SERVICES

MORTGAGE SERVICE
SHORT INTRO

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MORTGAGE SERVICE
SHORT INTRO

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HOW WE CAN HELP

The financial planning VA can help in all aspects of supporting a financial planning practice. The tasks are delegated by the practice and are only limited to what you need your VA to do. Below is a sample list of some of the typical tasks we see the FP VAs undertake.

  • Prepare new or update an existing fact find
  • Providing information to the administrator/accountant as required
  • Review meeting preparation
  • Keep relevant records and update client information 
  • Complete and lodge product provider application forms
  • Portfolio reviews
  • Insurance reviews
  • Contribution tracking
  • Data entry and document management
  • Manage your client inquiries and correspondence
  • Implement advise recommendations
  • Contact clients to book meetings

HOW WE CAN HELP

The financial planning VA can help in all aspects of supporting a financial planning practice. The tasks are delegated by the practice and are only limited to what you need your VA to do. Below is a sample list of some of the typical tasks we see the FP VAs undertake.

  • Prepare new or update an existing fact find
  • Providing information to the administrator/accountant as required
  • Review meeting preparation
  • Keep relevant records and update client information 
  • Complete and lodge product provider application forms
  • Portfolio reviews
  • Insurance reviews
  • Contribution tracking
  • Data entry and document management
  • Manage your client inquiries and correspondence
  • Implement advise recommendations
  • Contact clients to book meetings

MEET OUR SPECIALISTS

Don’t worry, there’s no hard sell. This free discovery call is simply a chance for us to get to know each other, and for you to understand how your business can benefit from a virtual assistant from VA Platinum.

MEET OUR SPECIALISTS

Don’t worry, there’s no hard sell. This free discovery call is simply a chance for us to get to know each other, and for you to understand how your business can benefit from a virtual assistant from VA Platinum.

MEET OUR MORTGAGE BROKING VIRTUAL ASSISTANTS

By having a virtual assistant, you can get the big things on track as you take back control. Meet some of our Mortgage Planning VAs.

MEET OUR MORTGAGE BROKING
VIRTUAL ASSISTANTS

By having a virtual assistant, you can get the big things on track as you take back control.
Meet some of our Mortgage Planning VAs.

Copyright ©2020 VA Platinum Pty Ltd. All rights reserved.

Copyright ©2020 VA Platinum Pty Ltd. All rights reserved.