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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 		Website SOA
Coaching 		Practice
Management
 New Clients   
 Client retention   
 Pricing & value 
 Cashflow 
 Efficiency 
 Staffing 
 Differentiate   
 Compliance 

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:

       Save you time  
       Make you money  
       Save you money  
       Avoid pain  
       Increase happiness  

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:
  • Want to integrate the Client Engagement Program into your business
  • Want to attain FP9000 status
  • Have inefficient processes
  • Don't have a documented process
  • Are not using your current documented process
  • Don't have the internal resources to implement process changes
  • Don't have the expertise/discipline to project manage
  • Are looking to grow your business

Benefits of practice management:
  • Client Engagement Program
    • Build client relationships based on Trust
    • Provide clients with greater Understanding
    • Enable clients to take control of their finances
       
  • FP 9000
    • Improved risk management
    • Consistency in service delivery
    • A better client experience
       
  • Documented Ideal process
    • Increase business value
    • Greater efficiency and consistency
    • Reduced staff risks

Why use Boutique?
  • We have gone through the Client Engagement Program
  • We understand the FP 9000 accreditation requirements
  • Access to an experienced project manager
  • We keep you accountable
  • Reduced implementation time
  • We maximise the use of technology e.g access to our web design specialists for online solutions



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
 


155 Sterling Drive
East Keilor VIC 3033
T: (03) 9378 2939
F: (03) 9378 3087
admin@boutiquefps.com.au
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Boutique Financial Planning Services Pty Ltd and Shaun Liddicoat are Authorised Representatives
of GWM Advisor Services Limited, ABN 96 002071 749, an Australian Financial Services Licensee,
registered office at 153 Miller Street North Sydney NSW 2060