white label service

pathway to better SMSF

At the moment you don't have either the software,  experience or time to do SMSF accounts to your usual high standards.....don't worry.....that's about to change because....

I do! ...this will be just like having your own in-house SMSF expert.

You will become a big fish in a small pond!

You can be assured that I will treat your clients ambitions just as well as I treat my own.

(if needed for a larger project, I can put together  a larger team from a huge network of talented people that I can take in on short notice)

You might want me to remain in the background as a back office (white label) or you might want to introduce me to your client.

Whichever you prefer, you can be assured that the arrangement is supported by a customised services agreement that protects confidentiality of client records and goes a long way to preserve the relationship that you have with your client.

I take great pride in knowing my clients really well. So, before any project starts I do a very thorough review of the client SMSF history and SMSF ambitions. Knowing my clients 100%, I can come up with a SMSF pathway that leaves no room for errors or mistakes. I never stop helping you look for better SMSF outcomes.

 

I respect your privacy...none of these form fields are compulsory.......fill in as much (or as little as you feel comfortable with)....be brave and at least let me have a first name, brief message (or long message) and at least one way to contact you

White Label Service to Advisors

Ready to set up a SMSF?

Get in touch for a free quote on a new SMSF!

Ready to transfer to me now?

Thankyou for making the move!

Ready to white label now?

Become a big fish in a small healthy pond!

Not quite sure yet?

Why not visit my contact page, I would love to chat with you!

 

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