top of page

Services

General Admin

Sometimes the general administration tasks are the most tedious and subsequently are the ones that pile up and become overwhelming.  Leave it to me, so you can free up your time to focus on what is important to you.

  • Document design, creation, review & formatting

  • Data Entry

  • Database Management (eg mailing lists)

  • File Organisation (Dropbox, Google Drive, OneDrive)

  • Organisation using Trello boards

  • Set up and training on password security (LastPass) and secure file sharing (OneDrive).

  • Email management: Answer or forward emails, inbox clean up / create folders / email signatures.

With years of experience working in the Financial Planning industry, on the administration and management side , I can help in organising your workflow and implementing systems and procedures.

  • XPlan data entry

  • XPlan Templates (setting up templates for tasks, threads, file notes and diary events)

  • Create Templates for regularly used documents (eg Third Party Authorities, Welcome Letters, Letter of Engagement)

  • Create Email Templates (eg Meeting confirmation, CSA, ROA/SOA presentation)

Financial Planning Admin

Social Meida

No matter what type of business you have, having a social media presence can help you gain clients/customers and enhance brand awareness. Getting your name out there and on people's mind is important.

  • Set up or refresh Facebook or Instagram pages

  • Set up or refresh Facebook groups and Events

  • Content creation for Facebook or Instagram

  • Social Media covers

  • Schedule posts for Facebook or Instagram

  • Responding to messages, Engage with your followers

  • Editing and posting blog content

Personal Organisation

Do you need a little help organising your personal life? Are you looking for an easy way to keep track of household and family tasks, plan your next event or holiday? If so, lets me help get a little organisation back in your life.

  • Website design for Party invites

  • Trello Boards to help with organising (eg Holidays, Parties)

  • Help with Event Planning

  • E-Invite Design

  • Blog page set up

  • Budget planner

Website Design

Knowing you exist and how to contact you is the lifeline of your business and getting your name out there and on people's mind is important. 

 

A website works behind the scenes as the face of your business, it’s open 24 hours a day, 7 days a week and can be there to help guide your clients and customers when you can’t.   It can increase your online presence, as well as being a great way of showcasing your work and sharing your testimonials, amongst other things.

All websites .... 

  • Will help you to build your online presence and are designed to be functional and visually appealing on both PC and Mobile. 

  • Will be easy to navigate and designed to create an enjoyable user experience for your customer. 

  • Include basic SEO (Search Engine Optimisation) to enable your website to rank on Google. 

  • Are created on Wix.

  • Are handed over to clients at the end of the process and you have complete autonomy and freedom to maintain your website going forward.  Ongoing management can be handled at an extra cost.

The Website Design Process

The process is fairly simple, we will work together and I’ll guide you through the process every step of the way. 

 

1) Outline the desired look or feel you are after. 

2) Establish exactly what you want the site to achieve. 

3) You provide the copy (written content) and images required.  However I can help with guidance on this.

4) We will work out a rough layout. 

5) Once I have all the information, I will put together a site map for your approval. 

6) Once approved, work on the site will begin.

7) You will receive regular updates for feedback throughout the process.  

Other Costs Involved

The stated website design charge is for the website itself and does not include any other related expenses.  Eg, Website Hosting via Wix and a domain name will be at your expense and separate to the costs stated.  Wix hosting packages vary depending on the features you need.  I can advise on which option would be suitable for your needs.  At the time of writing, these started from $15AUD per month for a basic personal subscription. 

Photo of someone typing on laptop with mobile phone next to them
bottom of page