There are a lot of businesses in the industry offering "support" and "guidance" which is great, however, if you also need real services that can deliver tangible results, that’s where TAP comes in.
Our sole focus is to deliver measurable services to strengthen and streamline an adviser’s business so they can demonstrate best practice to their clients, the providers and the regulator.
We offer:
- Full-time admin service - fully trained and managed admin team for a fraction of the cost
- Dedicated compliance team - providing governance, oversight, advice and templates
- A market-leading CRM - track your clients and identify opportunities to further service and grow your client base.
To find out more visit www.tapnz.co.nz
Click on the video below to see how we’ve helped one of our TAP partner advisers.
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