Services
You take of your business, while we take care of your processes!
We have a commitment to seamlessly handle the operational intricacies, allowing you to focus on what matters most – your core business objectives. As a trusted outsourcing partner, we specialize in streamlining processes, enhancing efficiency, and driving success.
Financial Planning Services
Adviser assistants for financial planners play a crucial role in streamlining administrative tasks, allowing financial professionals to focus on client-centric and strategic activities. By delegating routine tasks to a skilled adviser assistants, financial planners can optimize their time and energy, ultimately enhancing productivity and client service.
Our Adviser assistants are trained to do the following tasks (but not limited to):
- Data Collection
- Document Management
- Work-flow Management
- Ongoing Review Packs
- Implementation
- Managing client inquiries & correspondence
Paraplanning
At MBS, our expert paraplanners collaborate with financial professionals to provide meticulous support in crafting robust financial plans. From conducting in-depth market research to preparing client reports, our paraplanning services cover a spectrum of tasks, ensuring your advisory practice operates seamlessly.
Below are the two types of paraplanning service models we offer.
- Pay-as-you-go.
- Full-time Virtual Assistants.
Paraplanning
Our expert paraplanners collaborate with financial professionals to provide meticulous support in crafting robust financial plans. From conducting in-depth market research to preparing client reports, our paraplanning services cover a spectrum of tasks, ensuring your advisory practice operates seamlessly.
Below are the two types of paraplanning service models we offer.
- Pay-as-you-go.
- Full-time Virtual Assistants.
Mortgage Broking
Our Virtual Assistants for mortgage broking are equipped to handle the diverse demands of your business. From appointment scheduling and client communication to document management and data entry, our mortgage assistants streamline your administrative processes, allowing you to dedicate more time to client interactions and strategic growth.
Our mortgage assistants are trained to do the following tasks (but not limited to)
- Credit Analysis – Product Research, Funding Position Analysis
- Loan Processing
- Settlement Submissions
- Management Analysis
- MIR Management
- Settlement Review/Account Set-up
- Ongoing customer engagement
Accounting
Our dedicated team of skilled accountants meticulously manages tasks such as bookkeeping, payroll processing, and financial reporting. You not only ensure compliance with industry regulations but also gain the freedom to focus on strategic decision-making for your business. Experience the seamless integration of our expertise into your financial workflows, allowing you to navigate the complexities.
Our assistant accountants are trained to do the following tasks (but not limited to)
- Bookkeeping – Bank reconciliation, Accounts Receivables and Payables, Payroll.
- Tax return preparation and lodgments.
- Preparing Financial Statements
- Tax Planning
- Xero
Accounting
Our dedicated team of skilled accountants meticulously manages tasks such as bookkeeping, payroll processing, and filing tax returns. You not only ensure compliance with industry regulations but also gain the freedom to focus on strategic decision-making for your business. Experience the seamless integration of our expertise into your financial workflows, allowing you to navigate the complexities.
Our assistant accountants are trained to do the following tasks (but not limited to)
- Tax return preparation and lodgments.
- Tax Planning
- Bookkeeping – Bank reconciliation, Accounts Receivables and Payables, Payroll.
- Preparing Financial Statements
- Xero
Property Management
By integrating our virtual assistants for Property Management into your workflow, you’ll experience increased efficiency, improved tenant satisfaction, and enhanced overall management of your real estate portfolios –
Our virtual assistants are trained to do the following tasks (but not limited to):
- Invoice Processing, Accounts Payable, Accounts receivable.
- Property Setup.
- Audits, Financial Year statements, and Income & expenditure transaction list
Other Business Support
Tailored to meet the dynamic needs of your business, our assistant accountants service provides on-demand assistance for various tasks, ensuring seamless operations.
Our assistant accountants are trained to do the following tasks (but not limited to):
- Executive Assistant
- Answering inbound calls
- Email and calendar management
- Performing administration duties
Other Business Support
Tailored to meet the dynamic needs of your business, our virtual assistants service provides on-demand assistance for various tasks, ensuring seamless operations.
Our virtual assistants are trained to do the following tasks (but not limited to):
- Executive Assistant
- Answering inbound calls
- Email and calendar management
- Performing administration duties
