Now that the FMA has confirmed that the regulatory changes will come into effect in March 2021, adviser businesses need to start preparing.
But there are a lot of mixed messages out there!
We strongly believe, with the right services and support, most advisers can and should run their own independent FAP.
Your ability to survive or thrive in the new environment will depend heavily on your record-keeping and the level of resourcing you have to manage the additional workload.
We provide these services so you don’t have to do the heavy lifting yourself.
With TAP, you can benefit from:
Market Leading CRM
Managed Admin Service from just $120 / week.
Dedicated Compliance & Auditing Service
Professional Development Support
Business Growth Mentoring
Business Partner benefits
After joining TAP, we have been surprised and thrilled with the efficiency we have gained and the level of commitment TAP have shown to our business. TAP are continually looking at ways they can help us improve the way we do business. In fact, we’re close to doubling our throughput for the same period last year and more than doubling for the previous 2 years. I feel very supported by Ryan and the team, I feel extremely comfortable and in control of my business now and couldn’t be happier with my choice to go with TAP.