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Tap into your potential.

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.

How can we help grow your business and give you back valuable time?

Focus on the clients not the computers

You didn’t become an adviser for the admin! More time with clients equals more opportunity.

Welcome your next audit

Accurate file management and processes to minimise errors and keep you compliant.

Unlock the value of your database

Find more potential business and increase the value of your book with accurate, consistent and useful data.

Spend time training advisers, not admin staff

Full admin support by trained specialists. No need to learn a new system.

Take back your valuable hours

Enjoy more time with your loved ones or growing your business.

Adviser training

Ongoing training and development to continually improve your offering.

Why TAP?

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:

  • Accounting Services.
  • Trustee Services.
  • PI Cover.
  • And more….

With regulations tightening from the FMA, now is a better time than ever to ensure all data is up to date and compliant.

If you have a current provider, ask yourself these questions.

1

1/5

Would you like access to an industry leading CRM built specifically to improve the value of your business?

Yes No

2

2/5

Would you like admin support from trained professionals to stay compliant and drastically reduce your admin hours?

Yes No

3

3/5

Would you like to bring on new advisers without the hassle and admin?

Yes No

4

4/5

Would you like assistance from people genuinely interested in helping you grow your book?

Yes No

5

5/5

Would you like to focus on why you became an adviser and leave the hassle in our capable hands?

Yes No

What does our admin support look like?

Complete & up-to-date client files

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.

TAP_Icon_MineableData
Mineable data

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.

Compliance

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.

More TAP benefits

Full commission

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.

Regulatory updates and advice

We will keep you up to date with the latest regulatory changes to give you and your clients the confidence in your compliance process.

Referral commission

Earn great referral commission from a range of financial services.

Our story

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 Edwards

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.

Geoff Baldwin

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.

To find out how TAP can free up your time and add value to your business, talk to Ryan and the team today.

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