Our Services

Finsight provides you with the exact back office support that you need in your financial planning business, particularly in the current regulatory environment. The challenges are aplenty in the Financial Planning industry and if you are planning to navigate the next few years successfully, then you may wish to consider outsourcing the back-office functions to Finsight.

Since we understand a broad spectrum of topics that Financial planners provide advice in and with an in-depth knowledge of market leading software systems, we can assist your business effectively in the most complex back office financial planning functions.

Client Services
  • Data Entry
  • Third Party Authority Lodgement
  • Third Party Inquiry
  • Insurance Needs Analysis
  • Insurance Quotes (using adviser login)
  • Product Research
  • Super Rollover forms
  • Insurance Application
  • Investment Application
  • Investment Switch
  • SMSF Establishment
  • Binding Death Benefit Nomination
Paraplanning / Process Mapping
  • Template Designing – advice documents
  • Statement of Advice
  • Record of Advice
  • Strategic Paper
  • Testing software coded templates (Xplan, Midwinter, AdviserLogic, Coin)
  • Process Training
  • Software Project Management
  • Wizard Designing
  • Advice Process
  • Paraplanning Process
  • Client Services Process
  • Staff Training
  • Transition Support
Compliance - Monitoring
  • One off compliance review of advice provided by authorized representatives
  • Ongoing compliance support - Review of advice documents on quarterly, half-yearly or annual basis.
  • Assessment of compliance breaches
  • Report of Recommendations
  • Implementation of Recommendations
  • Review and Feedback on an annual basis
  • Compliance and Technical Support
Ongoing Compliance
  • Review of advice documents on quarterly, half-yearly or annual basis
  • Compliance and Technical Support
Remediation
  • Assessment and Recommendations
  • Report and Calculations
The strategies we can support you with
  • Cashflow Management
  • Debt Management
  • Portfolio Set up / Management
  • Personal Insurance
  • Business Insurance
  • Superannuation
  • Self-Managed Super Fund
  • Retirement Planning
  • Intergenerational Wealth Planning
  • Estate Planning
  • Multi Entity strategies
The software’s we use
  • Xplan
  • Midwinter
  • Adviserlogic
  • Coin

The team at Finsight is adept at learning the mechanics of a new software in case the clients have an in-house software that we may not have used before.