What Makes a Virtual Assistant “Specialised” in Finance?
A recent survey found that nearly 30% of financial advisers say they don’t have enough time for clients. Australia alone has about 15,558 registered financial advisers (as of March 2025),…
How a Highly Specialised Virtual Assistant Can Help Mortgage Brokers Grow Their Business Faster
Mortgage brokers operate in a highly competitive and fast-paced industry where success depends on efficiency, client relationships, and the ability to close deals quickly. However, administrative burdens and time-consuming tasks…
The Impact of Virtual Assistance on Your Financial Planning Business
The Australian financial advisory landscape is undergoing a significant transformation. With the number of financial advisers rapidly declining, the industry and its customers face a unique set of challenges. To…