Expectations of a Financial Planner are so high; with the ever increasing compliance regulations on top of an already demanding legislation. These standards would put even the most professional advisor on the back foot. Unable to get ahead of administration and compliance? This often results in underperformance, loss of income and huge amounts of frustration. We provide a solution that alleviates stress, saves you time and puts you in front of clients. The best part is that it costs less than employing an additional administrator. In turn, there is no need for additional office space, salaries or staff worries. We have personified outsourcing and brought skilled, motivated and efficient administrators into every office virtually.
We at Approach strive to be part of the solution while acting with integrity and the best interests of you and your client. With the aim to enrich financial advisors and their businesses by providing a foundation that will improve productivity, save them time and give them back their mojo. We run on experience, care, trust, laughter and the ability to get the job done. Through an experienced, motivated and dedicated team we add value to their business and their clients.
Our team is efficient, we act on instructions and follow things through to completion. Like advisors who have honed their skills and have specialist knowledge in investments, risk, medical aid and short term, we have honed our skills in administration, we have built up relationships with each provider to often move mountains. We have taken our administration services nationally now assisting advisors all around South Africa, and we do it remotely.
If this is tugging at some of your frustrations, give us a call or simply send us a message. Your business deserves professionalism.
Company Details
- Employees
- 7
- Founded
- -
- Address
- Bell Crescent, Unit 4,bell House,south Africa
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://approachadmin.co.za/
- Keywords
- Servicing, Gap Cover, Medical Aid, Investments, Death Claims, Claims, Unit Transfers, Section 14 Transfers, Section 37 Transfers, Risk Insurance, Endownments, Offshore Investments, Administration, Back Office Support, Short Term Insurance, Employee Benefits Administration, Applications, Processing & Underwriting, Servicing Requests, Local Investments, Pre Retirement Administration, Post Retirement Administration, New Business, Practice Management, Paraplanning, Client Servicing Admin.
- HQ
- Tokai , Cape Town
Approach Administration Questions
Approach Administration's website is https://approachadmin.co.za/
Approach Administration's LinkedIn profile is https://za.linkedin.com/company/approach-administration
Approach Administration has
7 employees.
View email and phone details for 7
employees at Approach Administration.
Approach Administration's industry is
Financial Services
Approach Administration's top competitors are
Outsurance,
Kartoza (Pty) Ltd,
The Coca-Cola Company,
Growmatter Financial Planning,
Unilever,
Exl,
Transnet Soc Ltd,
Miway Insurance Limited.
Approach Administration's categories are Financial Services
Approach Administration's founding year is 2007
