Boutique Financial Planning Services

Financial planning businesses are currently facing
numerous challenges which may include:

The table below shows the BFPS solutions to common financial
planning business challenges.

SOA Preparation	Initial or review SOA's Financial modelling projections 5 day turnaround time Optional extras (midwinter, style guide, SOA powerpoint Strategy checklist	Customised templates highlighting the value of advice Designated quality checker Discounts for regular users Transparent pricing model
Web Design Maintenance	Design site from scratch or upgrade existing site Holistic service (hosting, security & maintenance)	On line forms On line tutorials Access to our web templates
SOA Coaching & Checking	On-site coaching from an experienced paraplanner Live case SOA	Financial modelling Niche tools Template customisation
Practice Management	Implementation of the Client Engagement program Implementation of FP 9000	Adviser to client processes Service packages and pricing

All of our services aim to provide the following benefits to you:

We are delighted to provide the following services to make your job easier
throughout the financial planning process:

Service:

This service can help if you:

Benefits of having a website:

Broader market coverage - international/interstate clients, 24hours/365 days per year
Attract new clients - e.g seminars, your services, service enquiries
Planner Time Savings - e.g on-line client education material, understanding series, calculators, web links, on-line diary
Administration time savings - e.g on-line forms (e.g fact find), on-line tutorials, automate tasks, FAQ's, invitations/RSVP
Efficiently deliver ongoing service - e.g financial news, your business news, feedback, client functions, event calender
Enhanced the client experience - e.g on-line investment balances, sharemarket tools, lifestyle tools, on-line forms & tutorials, educational videos
Brand promotion - e.g services, staff, testimonials
Reduce Costs - Cheaper and more flexible than print advertising e.g web can use bulk SMS/emails
Improved staff engagement - e.g procedures manual, workflow tracking, staff news
Market research - e.g web hit statistics, surveys, service requests

Why use Boutique?

You deal with people who understand financial planning
We provide a holistic service - Domain name, hosting, security, site design, ongoing maintenance
We have over 100 web templates - Save on graphic designer costs
Flexible ongoing maintenance options linked to the hours you require
On-line forms & tutorials
GWM Licence i.e understand BRG requirements
We design Highly Functional Websites to keep clients coming back (Refer web features slide below)

Our typical web development process will take up to 10 weeks and will involve the following:

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Do you have any live websites so that I can view your work?

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If you would like to know more about our services, please fill in the form below:

Please select the services you are interested in:
(Click on the service name for further information)

      SOA Preparation
      SOA Coaching & Checking
      Web Design & Maintenance
      Practice Management

Your name:

Phone Number: (BH) (AH)

Email address:

Preferred Contact Method: Email Phone