The Adviser Platform gives advisers peace of mind in a market full of conflicting opinions and apathy.
TAP work with advisers who are:
- Struggling to resource their growing admin workload
- Looking for turn-key solutions for licensing & confidence that it won't be a major disruption
- Frustrated with maintaining their CRM & lack a single point of reference for their business
- Seeking to work with an Advice & Compliance team on hand to provide training, support and processes so they can tackle the new regime with confidence
Time is the most valuable resource an adviser has. Through our range of services, TAP gives the adviser their time back, allowing them to provide advice to a greater number of clients and grow their business faster.
We’re excited about the industry’s future, so if you’re sick of hearing the same chatter and want to explore some common-sense solutions, we’d love to talk.
Peace of mind & full-time support starts from $150 per week
Adviser Testimonial - Matt Thomson, Simple Insurance.
After joining TAP we have been surprised and thrilled with the efficiency we have gained and the level of commitment TAP have shown to our Business. TAP are continually looking at ways they can help us improve the way we do business.
TAP's incredible support and streamlining of our processes have resulted in not having to replace a key staff member (0.6 FTE). This has been a great little boost to the bottom line.
In fact, we're close to doubling our throughput for the same period last year and more than doubling for the previous 2 years. I feel very supported by Ryan and the team, I feel extremely comfortable and in control of my business now and couldn't be happier with my choice to go with TAP.