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Maximising Returns: How Financial Planning Outsourcing Transforms Wealth Management
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About TOP
TOP recognises the significance of maximising profits and optimising wealth management. Our Managed Outsourcing services are built to match your company’s specific requirements, assisting you at every stage of your growth path.

Ethical Engagement Model: We believe in creating mutually beneficial collaborations in which all sides prosper. Our ethical engagement methodology guarantees openness, honesty, and trust in all interactions.

Client Testimonial Video: Dinesh discusses how TOP has helped alter his financial management tactics.

Fortuna Case Study: Explore our Fortuna case study to experience firsthand the benefits of our financial planning outsourcing services.

INTRODUCTION

Fortuna Advisory Group is a leading provider of business solutions that are designed to meet the unique needs of our clients. We are a multi service firm offering business advisory, tax and accounting services, along side CFO services, bookkeeping, financial planning, wealth management, mortgage broking, business insurance broking and legal advice and services.

CHALLENGES

We decided to work with TOP as we were experiencing many challenges whilst growing our
business. This included:

  • Locating quality applicants
  • The time, effort and cost were becoming significant during the recruitment process.
  • We have peak periods during the year where there is a heavy workload, however if considering hiring a new person, the workload may not be continuous.
  • Plans to grow the organisation further were becoming limited to current staff levels.
  • Costs for quality talent in a competing market.
  • Allowing our business to maintain focus on our key roles, whilst continuing to provide our normal services.
SOLUTIONS
TOP was very helpful in certain areas for the business. This included:
RESULT
After deciding to utilitse TOP, Fortuna has been able to continue to grow and focus on our key services we provide our clients. Not only has the transition saved time and effort, it has also allow costs to be reduced allowing us further growth and development.

The candidates at TOP are not just outsourcing people, they have become part of Fortuna’s team as much as the staff onshore.

Our clients: Join the ranks of our pleased clients who have seen the value of working with TOP for their financial planning requirements.

TOP’s financial planning outsourcing services provide a noticeable improvement. Book your free appointment today and discover new opportunities for financial management success.

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