Empowering Financial Advisors to Focus on What Matters Most - Their Clients
At Approach Administration, we specialise in outsourced back-office support designed specifically for financial advisors.
Our dedicated team takes the admin burden off your shoulders, helping you stay ahead of compliance, streamline your operations, and focus on growing your practice. Best of all, outsourcing with us can cost less than hiring an additional administrator — saving you time, money and stress.
Outsource your admin. Unlock your growth.
How we Help you Succeed
- Pre-Appointment Administration
- Post-Appointment Administration
- Post-Appointment Implementation
- Compliance Support
Our Specialisation
Outsourcing is no longer just a trend — it’s a smart strategy. We provide experienced, skilled support at a fraction of the cost of in-house staff.
With effortless integration, our systems and processes work. We become part of your team — no training, no HR headaches.
We’re connected, proactive, and committed to finding solutions. When you partner with us, you gain more than admin support — you gain a team that helps you focus on advice, growth and success.
MAKE AND CHANGE AND GET
Peace of Mind
Client Satisfaction
Professional Office
Compliance
Helping financial advisors simplify admin, boost efficiency, and grow their practice.