Outsourcing is a game-changer for financial advisors in Australia: increased efficiency, cost savings, and more time to focus on core competencies.
However, concerns about data security, quality, and reliability often hold firms back from pursuing outsourcing as an option.
Our team at H Connect International has a proven track record in addressing these concerns and delivering exceptional value.
Here’s why financial advisors across Australia trust us as their outsourcing partner:
- Australian-specific Expertise: With a deep understanding of Australian finance across all states through years of experience, our paraplanners are up to date with industry regulations and compliant with legislative changes needed to deliver high-quality, tailored paraplanning solutions.
- Cost-Effective Excellence: Outsourcing to us comes with the remarkable competitive advantage of a 60-70% cost reduction. This allows us to deliver exceptional value without compromising quality. This is inclusive of the initial set-up, infrastructure, and employee benefits.
You get the same talent, if not better, for a fraction of the price you’d pay onshore.
- Our security promise: As a subsidiary of the Hirdaramani group, we follow globally benchmarked data protection and security policies. We adhere to strict security protocols, including the General Data Protection Regulation (GDPR), Data Protection Acts (DPA), and ISO/IEC 27001:2022 compliance.
Additionally, we take a multi-pronged approach to security which includes data encryption, password protocols, role-based access controls, user activity monitoring, and regular risk assessments.
Rest assured; all your information is safe with us.
- Diverse tools: Our diverse expertise in industry-specific tools including XPlan, Midwinter, and Advisor Logic, combined with our proficiency in superfund platforms and collaborative tools like ClickUp and Monday, ensures seamless operations with unparalleled efficiency and accuracy.
- “Client-first” Philosophy: We seamlessly integrate into your business and operate as a true extension of you, adopting your work ethic and your culture to deliver absolute value in all we do. With efficiency, transparency, and accountability driving us, we are your trusted partner.
- Quality Assurance: Our commitment to accuracy and consistency, backed by the thorough quality assurance procedure we have in place, helps you confidently deliver exceptional work to your clients, and navigate audits with ease.
- Business Continuity Plan (BCP): We work side-by-side with you to design a Business Continuity Plan as an effective risk management strategy to make sure there are no interruptions to your operations.
With us, the show will always go on.