Virtual Assistant
Retirement Plan Transfers


For more information


Your business is unique and needs someone who understands exactly the way you work. We tailor our services to your precise needs and are always looking for ways to make life easier for you. We do not just answer your calls or manage your diary; we aim to quickly become an indispensable part of your team.

While the duties we perform for our clients cannot easily be categorised, here are just a few examples of the type of services we are often asked to perform:

  • Virtual Assistance
  • Diary management
  • Business Correspondence
  • Internet research
  • Transcription service
  • Mail shots
  • Personalised Telephone answering
  • Important event reminder
  • Restaurant reservations
  • PowerPoint presentations
  • iBusiness & Salesforce Data Input
  • iBusiness & Salesforce Training
  • Electronic Business Submissions
Retirement Plan Transfers – Para Planning
  • Letter of Authority from Client
  • 27 Point Letter to Provider
  • Chasing Information
  • Critical Yields
  • Complete Submission Set
  • Submission to BAU
  • Completing any Compliance Queries
  • Requesting Discharge Documents from Provider
  • Submission to Office Admin once approved

If the service you require is not listed, please ask – it does not mean we do not provide it! Don’t worry if you are unsure how to describe the type of help that you need. The first step is to call us and tell us about your business.

We offer a bespoke service, please call us for a price quote.