At Fidelity Matters Consulting, we specialize in providing dedicated support to financial advisers and planners across the globe. Our experienced team is committed to delivering seamless administrative and operational assistance, allowing you to focus on offering high-quality financial advice and strengthening client relationships. Below is an overview of the services we offer to support your practice:
We create detailed Performance Review Reports to assess the performance of client portfolios, helping clients stay informed about their financial progress. These reports include asset allocation reviews, performance tracking, and benchmarks to ensure alignment with their financial goals.
Our team ensures that Renewal Statements are compliant with regulatory requirements, clearly outlining fees for ongoing services. This provides transparency and ensures that clients are fully informed about their financial obligations.
We handle the creation and delivery of invoices, ensuring timely communication with clients regarding their financial responsibilities. Our services also include proactive follow-ups to ensure payments are received on time, and once payment is made, we update the database for accurate record-keeping.
We prepare or create comprehensive Records of Advice (RoA) to document the advice provided to clients, ensuring compliance and transparency. These records maintain a complete history of advice for regulatory purposes.
We assist in processing Execution Only Requests, such as adjustments to insurance policies, including increases, decreases, cancellations, or replacements and others. This ensures that client instructions are executed promptly and accurately.
We manage insurance transfers from superannuation to non-superannuation accounts or Self-Managed Super Funds (SMSF), ensuring all paperwork and compliance requirements are handled smoothly.
Our team generates Inforce Quotes for clients, providing essential information about the status of insurance policies, ensuring clients stay informed for reviews and renewals.
We assist with filling out and submitting Increase application forms for insurance policies, ensuring clients' coverage aligns with their evolving needs.
We provide clients with important annual Income Protection (IP) tax notices, Notices of Intent to Claim Tax Deductions, and SMSF Tax Notices, ensuring they are fully informed about their tax obligations and entitlements.
We assist in preparing Binding Death Nomination Forms, ensuring clients have designated beneficiaries in the event of their passing.
We prepare Financial Authority Forms, enabling financial professionals to act on behalf of clients and ensuring proper delegation of authority for financial matters.
We assist with completing and submitting rollover application forms for superannuation transfers, ensuring a smooth and compliant transition of funds.
Our team prepares existing insurance tables for review, helping clients evaluate their current coverage and make informed decisions about their insurance needs.
We create XPlan 'like-for-like' quote comparisons for insurance and financial products, enabling clients to make well-informed decisions by comparing options side by side.
We prepare and maintain dishonour and overdue reports on a weekly or monthly basis, identifying any payment issues and ensuring they are resolved promptly.
Our team helps complete relevant forms on behalf of clients, facilitating smooth and timely payment arrangements for ongoing services or premiums.
We collaborate with various teams—accountants, financial advisers, clients, insurance companies, and investment firms—to ensure seamless communication and efficient processing of client requests, ultimately enhancing the client experience and ensuring the smooth operation of your practice.
Partner with Fidelity Matters Consulting to streamline operations, enhance efficiency, and drive business growth. Our expert solutions are tailored for Financial Advisers, Planners, and Wealth Management Firms to help you focus on what matters most your clients.
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