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. With over 15 years of industry experience, we understand the intense pressures you face — from ever-changing compliance regulations to complex legislation that can overwhelm even the most professional advisors. The result? Frustration, loss of income, and less time with clients.
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 to us costs less than hiring an additional administrator — saving you time, money and stress.
Outsource your admin. Unlock your growth.
How we Help you Succeed
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 client 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.