Grow your business, not your to-do list

As a financial adviser, your time is best spent advising clients and growing your business, not managing administrative tasks. TAP's experienced administrative support can free you from the burdens of the day-to-day, so you can focus on what matters most.

Industry trained professionals

Comprehensive support from our team who are experienced with financial advice administration. Imagine office support 52 weeks of the year without the staff management or training.

Support tailored to your needs

TAP Admin's flexible service can be adapted to your needs, ensuring a solution that fits any size advice business.

Let TAP take care of your to-do list

Streamlined inbox management

TAP Admin efficiently manages your business inbox, ensuring timely and organised communication gets to the right people.

Seamless client administration

From lead to client, TAP Admin handles file creation, application and underwriting management with ease.

Proactive policy anniversaries

TAP Admin ensures timely notifications and reviews, so you can provide exceptional service to retain clients and their loyalty.

Specialist claims processing

Stress-free support from claims specialists at every step of the process, so your service maintains trusted by clients in times of need.

Accurate record keeping

TAP Admin maintains meticulous records, ensuring compliance and providing a clear view of your clients' needs.

Advising has never been easier

Experience effortless organisational tasks and endless growth potential that’s possible through TAP’s administration support.

From "overloaded" to "in balance"

Break free from administrative tasks and focus on high-value advising, knowing TAP’s experienced professionals have got your day-to-day covered.

Time to breathe, space to thrive

Reclaim hours and energy with tailored administrative support, allowing you to prioritise strategy, growth, and meaningful client relationships.

Freedom to advise, not administer

Leave the paperwork and process management to TAP's experts, and rediscover the joy of advising, without the administrative burdens.

Julia Vahry, Vahry Insurance

"The incredible team actually filters through all my emails."

Watch as Julia explains how using TAP has significantly reduced her email workload, cutting down what she needs to see by at least 80%.

50 Employees

115% Increase in loans

FAQs

In case you're wondering...

Admin

Let TAP take care of your to-do list

"The incredible team actually filters through all my emails."

"Since I've started using TAP's admin service, I've been able to spend much more time seeing clients and networking without worrying about back-end admin tasks. It gives me peace of mind knowing that the experts are handling the admin, allowing me to focus on my clients and reclaim valuable time.”

"One thing that TAP has allowed me to do is spend more time in front of clients."

In case you're wondering...