The benefits of outsourcing Virtual Assistants can’t be ignored

Mark Nalder

New Zealand financial advisers are dealing with a familiar set of pressures. Client demand is increasing, compliance requirements are becoming more onerous, and the pool of experienced local staff is small and expensive.

Irrespective of the type of advice a business focuses on, the need to maintain a high-quality client experience while scaling sustainably has never been greater.

It was against this backdrop that Wealthpoint established Wealthpoint Advantage+Office, our branded outsourcing partnership with Atlas Outsourcing in 2024. The service connects our member businesses with experienced virtual administrators in the Philippines, available on a fixed hourly rate to carry out an agreed range of office and client service tasks.

In effect, it provides a ready-made extension of an adviser’s team, without the overheads of recruitment, equipment, or training.