Summary Of Services

1. Assistance with the initial business setup process

2. Initial client interview support for ‘new to industry’ members

3. Research of existing product information

4. Construction and preparation of Statements of Advice

5. Preparation of application forms to enable investment and insurance applications to be accepted

6. Lodgment of fees for service on behalf of the customer through Ezi Debit

7. Processing of application forms for investment, superannuation, allocation and insurance after execution by the customer’s client and return to the service provider

8. Ongoing administration resulting from client enquiry

9. Preparation of client annual reviews

10. Managing incoming and outgoing mail and postage and client phone enquiry.

11. Ongoing sales training and development

12. Business coaching and related services for the planner

13. Ongoing training by way of team meetings for sharing of strategy design and development

14. Unlimited use of Partnercorps exclusive planner software (TOAD)

15. Training in the use of the software along with ongoing phone support.

16. Use of  interview facilities in Perth, Brisbane, Newcastle & Sydney (subject to availability)

17. Initial training for RG146 accreditation.

18. Personalised business cards, brochures, letterheads

19. Website design, posting and hosting

20. I.T hardware and software setup

21. Ongoing I.T support

22. Locum planner placements

23. Training of new staff

24. Practice due diligence and valuations

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