My Advisory Services

Protect your clients. Strengthen your business. Boost your income.

YOUR PARTNER IN COMPLETE FINANCIAL CARE.

Expand your offering, protect your client relationships, and earn more — all without adding to your workload. My Advisor Services helps you deliver holistic financial care while we handle the rest behind the scenes.

Future-Proof Your Practice with Succession Planning
  • Protects your clients and business when you step away, by choice or necessity
  • Safeguards the legacy and reputation you’ve built over time
  • Provides seamless continuity and peace of mind for your clients

My Desk Advisor

We work as an extension of your team to deliver:

  • Quotes & comparisons (Risk, Health, Short-term Insurance)
  • Replacement Advice Records
  • Guidance on provider & product selection
  • Application processing
  • Claims handling
  • Regular reviews & cover adjustments

Your clients stay under your care — we just help you serve them better.

My Referral Services

Our ring-fenced referral agreements ensure:

  • Your clients are onboarded smoothly
  • All documentation is handled properly
  • You receive referral fees or income-sharing on completed business
  • We never cross-sell or market other services without your permission

You stay the primary point of contact, and we handle the behind-the-scenes work.

"Approach Admin has been an indispensable extension of my business. As a financial planner, the support I’ve received from Michelle and her team — both pre- and post-sale — has brought operational clarity, consistency, and measurable efficiency to how I serve my clients. Their attention to detail and proactive approach have allowed me to focus on what matters most: delivering quality advice with confidence. I deeply value our ongoing professional relationship and cannot recommend Approach Admin highly enough to fellow advisers looking to strengthen their client experience and back-office support."
Dez Tswaile
Emphasis Wealth Advisory

By partnering with us, you can keep full control of your client relationships while offering a comprehensive financial solution. You’ll have the opportunity to increase your income with minimal extra effort, all while reducing regulatory risks by working alongside licensed experts who handle the complexities.

With Approach Administration’s My Advisory Services, you can retain more clients, improve client loyalty, and boost your revenue — all without adding to your workload.

Prepare for the future—stay connected
with your clients and secure your
advisory services today.

Contact us today

OUR PRODUCTS

My Client Admin
My Business Admin
My Advisory Services