How outsourcing complex SOAs reduced mistakes & increased revenue

Operating for over two decades in Sydney, this financial planning firm assists clients with SMSF and LRBA strategies to effectively build, protect, and manage their wealth.

The firm’s director has a goal of growing the client base in order to generate more revenue – but found that it was hard to achieve due to the highly technical needs of the firm’s clients and with only one full-time adviser on board.