About us
A financial advice business is fulfilling but tough, research and advice preparations, proactive anniversary work, retention follow-ups, preparing documentation --all to be in compliance with standards and regulations.
You can drop your workload worries, Shift your focus from day to day to do’s to building more business. Extend your team with us and we will do the hard work – recruitment, training and follow up.
GoodSource dedicated staff know how to improve your life!!
Why Good Source?
Fully Dedicated and Experienced Staff
Good Source will provide you a dedicated staff. 100% focused on your business, will work with you and report directly to you. From preparing the documents for initial or review meetings down to compliance checks, your staff will get you covered. They are well-trained and exposed to Australian Financial Planning Industry with actual hands-on experience on tasks relating to personal insurance, superannuation, pension, paraplanning or personal loan.
Your Preference is King
We work in a no “one size fits all” industry. We adapt. We can be tailored on how you want us to work. We have diverse clients with diverse processes and different preferences. These resulted to our extensive experience on how Australian Financial Industry works. Your dedicated and experienced staff will get things done for, the way you want to. We work with all the common CRMs using our accumulated skills so you don’t have to train or retrain.
Cost-effective
Outsourcing will save you money and time, leaving you room to spend these resources building up your business and getting more clients.
Constant, Consistent and Continuous Training
Good Source has a well-structured training program from our years of experience. From concepts to actual hands-on exposure to real tasks. We initially focus on concepts Super, Aussie taxation, Insurance, insurance companies and the regulator (yes all those !) - for a strong and stable foundation. Then to the task specific. They will be exposed to actual processes and tasks – the closest simulation to the actual role they will be in. The training doesn’t stop, ongoing coaching sessions are set to further develop knowledge and skill set.
Staff Retention
Staff turnover is a pain for you – we know that. Once the employee leaves – there also goes much knowledge and the process, plus tasks lined up with no one to do. And you’re back to square one – hiring and training. Let go of this headache. Your dedicated Good Source staff will always have an understudy, competent and knowledgeable on your business, always ready to cover or replace if needed.
We are in this together!
Our staff are not alone in their journey. We ensure to take good care of our staff by conducting fun and healthy activities in monthly basis, recognition awards, semi-annual team buildings, vacation leaves, retreats and many more, apart from the technical support we provide. We give importance in their wellbeing and happiness. We also practice no blaming culture – together we will resolve any issue may arise.
