VSource is driven to help Financial Advisers spend more time with their clients
Have things done the way you want them done
We operate as your back office
Know exactly how much it will cost up front
We charge a fixed fee per task, per client wherever possible
Who We Are
VSource is a complete virtual back office for Financial Advice Practices
Our company was established with the specific purpose of providing Financial Advisers and their practices with “pay as you grow” virtual resources in the form of onshore, industry experienced administrative staff.
How your practice benefits from working with VSource
Pay as you grow, fixed costs become variable costs.
Have more time to spend with your clients.
Today’s new business is tomorrow’s recurring revenue.
Allow yourself as an adviser, to do what you love and are exceptional at doing.
- Data Entry of Fact Finds into CRM
- Collection of Fund/Policy Information
- Insurance and Super/Investment Schedules
- Risk Research
- Fund Performance Comparisons
- Fee Comparisons
- VSource has access to a network of professional para planning firms
- Obtain outstanding requirements
- Follow up underwriting, clients, relevant healthcare personnel, super funds
- Completion confirmation
- Cancellations/closure of existing policies and super funds where required
Ongoing Client Administration
- Scanning of Client Files
- Fee Disclosure Statements
- Ongoing Service Agreements/Renewals
- Commission Reconciliation
- Review Letters
- Annual Review Reports
- Life Company Premium Increase Assessments
- Policy information, risk research, comfort letters
- Marketing Campaigns
- Issue company newsletters
- Database opportunity reporting
- Database analysis and reporting
VSource can also provide customised administration services that are unique to your practice.
How It Works
Contact us to discuss your requirements and confirm where VSource can help.
Meet the VSource team where we gain a detailed understanding of your systems and processes.
Determine which services you would like VSource to provide and understand associated fixed fees per task, per client.
Once all service agreements are finalised VSource will commence operation as your back office, carrying out work the way you want it done.
(08) 6558 0885