Whether you’re a team of 1 or 100, TAP’s tailored solutions empower you to run your advice business with ease, efficiency, and confidence.

All TAP members have access to our full range of support, tech and advice solutions. Find out some key reasons why businesses of your size work with TAP.

I am a solo adviser

We help financial advice firms tap into resourcing, expertise, and technology. Advisers can spend more time advising clients and less time worrying about the day-to-day operations of running their business.

Increase the value of your business with an accurate database

Have our expert team consolidate, tidy and update your client database. Strengthen the value of your primary business asset, with a system and documentation that is a living and breathing reflection of your business.

Stop stressing about compliance

With compliance reporting at the click of a button, you can rest easy knowing you have reporting at your fingertips. Easily demonstrate that you’re meeting regulatory requirements, along with all the key metrics needed to run a successful business.

All the tools at your fingertips

Embrace a platform designed to run your advice business with confidence. Leverage our expert advice tools and pragmatic compliance and governance support.

Spend more time giving more advice

TAP into a team of admin experts to help keep on top of things and get you back in front of clients.

Leverage TAP's scale and technology

Take advantage of TAP's resourcing and IP to help run the business as a business, and focus on what you enjoy doing.

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I have a team of 2 - 10 advisers

TAP has a proven track record of helping businesses scale and grow their team of advisers efficiently.

Comprehensive training and development

Plug your team into our regular CPD training, industry updates, soft skill training and adviser engagement events.

Manage your team

A system designed to run teams of advisers giving oversight of everything from leads, to advice, to sales and professional development.

Scale with confidence

Pragmatic governance and compliance support to ensure clear oversight and reduce the risk to your business.

Scalable support on demand

Lean on our admin team to bridge the gap between doing everything yourself and employing additional staff.

Grow your team without the cost

Plug in fully trained and managed support staff who can do the work, so you don't have to. Our support is on average 30% of the normal cost of staffing.

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I have a team of 10 - 100+ advisers

TAP work with large, nationwide teams of advisers every day. The bigger you are, the more value TAP can add.

Management reporting at a glance

Access full management reporting of key metrics, production, governance, sales management and conversion rates.

More advisers, less staff

Leverage our resourcing to grow your advice team without employing more staff, ensuring business continuity and reducing dependence on critical individuals.

Optimise current staffing

Elevate existing staff members to focus on higher value tasks and revenue generation rather than mundane tasks they likely don't enjoy.

Diversify, diversify, diversify

Run a system that caters for Risk, Lending, Investment and Fire & General product lines, with full internal and external referral capabilities.

Turn your database into a goldmine

Control your database and take advantage of full client segmentation abilities based on age, region, service, product lines, source of business and much more.

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Ready to build your advice business your way?

See how TAP supports the way you run your advice business, bringing structure, visibility, and stronger client relationships.

Talk to our team

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Client testimonials

"I can focus on what I do best, which is creating meaningful relationships and producing results at work."

Watch as Abby shares how TAP allows her to focus on what she does best with the confidence that she remains compliant every step of the way.

Abby Woollaston, Redress Insurance

"I honestly can’t say enough good things about the TAP team and what they have created, such an adviser-friendly offering that suits both the smaller and larger adviser brokerages.”

Bryce Wilson, Long Burroughs

"It's for those who are serious about running and growing a successful business."

Watch as Regan explains how TAP empowers business owners by allowing them to focus on client engagement.

Regan Thomas, MoneyTree

"With TAP, I know that most of my things are taken care of, like compliance, admin tasks, bookkeeping, record keeping, and auditing. Once all those things are handled, a lot of worries are lifted from my shoulders, which is a big relief. I can then concentrate more on getting more business.”

Taj Singh, Expert Advice

My Business

Whether you’re a team of 1 or 100, TAP’s tailored solutions empower you to run your advice business with ease, efficiency, and confidence.

All TAP members have access to our full range of support, tech and advice solutions. Find out some key reasons why businesses of your size work with TAP.

Ready to build your advice business your way?

Client testimonials

"I can focus on what I do best, which is creating meaningful relationships and producing results at work."

"I honestly can’t say enough good things about the TAP team and what they have created, such an adviser-friendly offering that suits both the smaller and larger adviser brokerages.”

"It's for those who are serious about running and growing a successful business."

"With TAP, I know that most of my things are taken care of, like compliance, admin tasks, bookkeeping, record keeping, and auditing. Once all those things are handled, a lot of worries are lifted from my shoulders, which is a big relief. I can then concentrate more on getting more business.”