Administration

We are Your Dependable Partner.

Our Offering is simple, we provide functional, efficient and customisable back office services to you as a Financial Advisor.

You may have an existing administrator or administration team but still find that there is not enough time in the day to see more clients. The reasons may be lack of admin experience, too many applications or multiple requests of a complex nature? Perhaps your team lacks your input and guidance due to you not having enough time? The list is long when it comes to the challenges you may be facing.

What do you and your team enjoy about administration?

Perhaps your team is good with processing new business we can then help with servicing.

Our services will allow you to focus on your strengths while we focus on your weaknesses.

  • Processing of new business

    Completing application forms along with arranging for medicals and submitting all underwriting requirements. We handle the followups on your behalf

  • Servicing and client preservation

    Do you enjoy changing a beneficiary or updating bank accounts? Does your team provide clients with statements and tax certificates. We can do that for you

  • Investment administration

    Completing switches, changing debit order details and also completing the infamous section 14 transfers.

Approach Admin Services

New Business

We work with your consultants and our network to get your new business issued as quickly as possible.

  • Medical Aid
  • Gap Cover
  • Risk application
  • Additional Cover
  • New Investments
  • Additional Investments

Servicing

We allow you to offer the best service to your clients. No task or query is too big or small for our team. 

  • Change of Address
  • Change of Beneficiary
  • Debit Order Issues
  • Change of Bank
  • Claims
  • Investments Switches and Transfers

I have been working with Michelle and her team for over 5 years and it has been a great support for my business. Even though Michelle is based in Cape Town and I am in Johannesburg, I have never really felt that there was a distance between us and what ever needs to be sorted out for my clients or business is done so effectively and efficiently. I have valued having an outsourced administration team and I can highly recommend Approach for some one looking for additional support in their business.

Liron Mazor

Greengrass Wealth Management

Some of our clients have an excellent admin team but they just don’t have a way of dealing with overflows and bottlenecks.
We can help!

We Get Results

If your admin team is not coping in any area, we can assist you. Our administrators have relationships and a network that runs deep into each financial product provider. We get results where advisors have had nothing but frustration and dissatisfaction.

Free up Time

We can do what you don’t enjoy thus freeing you and your team up to focus on the your strengths. With us you choose what admin you would like to do and what you would like to leave in the hands of our team.

Peace of Mind

Our administrators treat every task with professional integrity and what we say we will do, we will do. The peace of mind provided through our professional service has allowed many of our Advisors the freedom to focus grow their business.

OUR PRODUCTS

New Business Admin
Client Servicing Admin
Practice Management
Paraplanning

We provide the best admin services in the industry

get in touch and start feeling on top of your work
Contact us today