TAP. Helping you grow a successful and profitable business by focusing on what matters.
We know what it takes to be an adviser. We also know you didn’t get into the industry to spend your days stuck behind a computer. TAP gives you the opportunity to focus on providing a proactive value-adding service for better business outcomes.
To find out how TAP can free up your time and increase the value of your business, talk to Ryan and the team today.
You didn’t become an adviser for the admin! More time with clients equals more opportunity.
Accurate file management and processes to minimise errors and keep you compliant.
Find more potential business and increase the value of your book with accurate, consistent and useful data.
Full admin support by trained specialists. No need to learn a new system.
Enjoy more time with your loved ones or growing your business.
Ongoing training and development to continually improve your offering.
TAP was created simply to assist advisers in an industry overwhelmed with compliance and paperwork. Your business relies on your time with clients, but with the increasing admin and lack of support available, you’re not always positioned to focus on being an adviser.
TAP gives you the resources, tools and support you need to provide a valuable service to your clients and grow a strong and profitable business.
With a wealth of knowledge across the financial services and back-end office support, TAP is well positioned to provide a service that helps advisers reach their business goals.
As well as offering a leading CRM, professional admin support, and ongoing advice and training, TAP members can also benefit from discounted:
With regulations tightening from the FMA, now is a better time than ever to ensure all data is up to date and compliant.
Run your business like a business with our end-to-end file management. No more missing data or lost opportunities. We can create maintain, grow and increase the value of your book.
Access organised, usable data so you never miss another opportunity. All client data is current across product lines allowing a real value to be determined.
Client files and submissions follow a structured process to minimise errors and maximise efficiency. We ensure all files are up to date and compliant for your next audit.
We don’t take a percentage of the adviser’s commission. You deal directly with the providers and receive 100% of the commission you’re entitled to.
We will keep you up to date with the latest regulatory changes to give you and your clients the confidence in your compliance process.
Earn great referral commission from a range of financial services.
With over twenty combined years in the financial services industry, we have witnessed a number of challenges presented to advisers. As well as the tightening of regulations and adviser competition, we felt there was a lack of genuine and affordable support to set advisers up for success and longevity.
We have spent the past decade addressing adviser pain points with our customisable CRM and experienced support staff, in various successful businesses. We are now bringing our offering to market to provide advisers with the tools and support they need to succeed.
With a wealth of knowledge across the financial services, adviser training, business growth and admin support, we are well positioned to offer TAP as a premier solution to adviser support and development.
Ryan has worked in the financial services industry in both Australia and NZ for over 10 years. He has a great track record of working with advisers to help them develop their client service offering and grow their business. Ryan knows what makes advisers tick and joined TAP to help bring the offering to the market.
With over 12 years in the financial services industry under his belt, Geoff created Deployed to help New Zealand and Australian businesses reach their long-term goals. Deployed has been providing a back office administration to a multiple managed agencies for 3+ years and is now ready to expand that tried and tested offering to the rest of the industry.