Our Services
What we offer
Being in the industry for over 18 years, we understand the challenges of running a financial planning practice. The compliance, SOAs, staff challenges, attracting new clients, work bottlenecks, Cash flow are only the start.
Hiring a staff member just wouldn’t be sufficient. We understand and are highly experienced in attracting the right staff members and integrate them successfully into the business using our training methods and software solutions over the last 7 years.
Our boutique services are best suited to small financial planning practices with 1 - 10 financial planners. These small to medium businesses have the biggest time pressures and don't have the resources of larger firms so end up doing the compliance work themselves so they value the most from outsourcing solutions.
We offer a turn-key operation that supports you in all areas of setting up the back office support from finding the staff member to training and monitoring software.
Navigate your financial future with confidence
Our Process
-
1 - Client Assessment
The process begins with a thorough assessment of the client and their requirements to determine the right candidate and the number of hours required for the staff to perform the allocated tasks. This ensures a customised plan or solution that meets the client's specific needs and objectives.
-
2 - Staff Selection
Once the client’s requirements are determined, the staff selection process begins. The focus is on recruiting based on the client’s needs to ensure the best fit for their business and requirements.
-
3 - Training
After the staff member is selected, the training process begins. This is a joint process where the client provides specific requirements that the staff member needs to learn. The goal is to train them on the processes and software to required to fulfil the duties, and provide software recommendations if needed.
-
4 - Client Software Integration
The training process also includes ensuring that the staff member is familiar with all the software the client uses in their business. This is essential to ensure seamless integration of client software, and that the staff member's software knowledge is up-to-date.
-
5 - Monitoring & Management
The service provider has performance measurement software to ensure the staff member completes their tasks as required. However, it is recommended to have regular check-in meetings with the staff to provide feedback for optimal performance.
-
6 - Regular Reviews
Once a month, the service provider will review the staff member's performance and discuss the client's business progress. The goal is to increase efficiency, save time, and grow revenue. These meetings are essential to achieve these goals.
-
Our head office is located in the heart of Melbourne City on Collins Street, which serves as the main hub for our operations. In addition to our Melbourne office, we also have a team based in Sri Lanka that supports our business operations. Our Sri Lankan team is comprised of highly skilled professionals who work closely with our Melbourne-based team to provide cost-effective and high-quality services to our clients. Rest assured that no matter which team you work with, you can expect the same level of excellence and commitment to your needs.
-
Our decision to have a team based in Sri Lanka is primarily due to the highly skilled and well-educated workforce available in the country. Sri Lanka has a significant pool of finance, accounting, and banking professionals with international qualifications and experience. This has allowed us to hire top talent at lower labor costs, enabling us to offer cost-effective services without compromising on quality.
-
We understand that hiring a new team member is just the beginning of the journey towards ensuring success for your business. To that end, we are committed to providing ongoing support to ensure that your team member continues to add value to your business. Dreamwealth Outsourcing also prioritise regular check-ins with you to identify training gaps and solve any problems that may arise. This ensures that your team member is always delivering high-quality work and that their skills are continually evolving to meet the demands of your business. With our ongoing support, we guarantee that your new team member will be a valuable asset.
-
We understand that every client has unique needs and preferences, and we strive to accommodate them as much as possible while still maintaining high-quality standards for our services.
Although your new team member will have an email address for your business, we recommend utilising instant chat functions like Microsoft Teams, Google Meet or Zoom, as well as face-to-face meeting to prevent an overcrowded inbox. If you prefer phone communication, rest assured that your team member will have their own outbound phone line and can call you as needed.
-
Dreamwealth Outsourcing takes away the hassle by offering a clear and simple approach. We understand that budget is a primary concern for businesses, which is why we don't charge for any set up costs, ongoing training costs or hidden fees. With our transparent pricing model, the only expense is hiring the people. This reinforces our simple and effective outsourcing solution, allowing businesses to focus on their core operations and leave the rest to us.
Frequently Asked Questions