Optional Services

Overview

Business consultancy

Helping you deliver tangible improvements to how you operate your business, we can provide consultancy services on staffing considerations, internal succession, client service packages, pricing and more. Watch this short video to learn more about how we help practices like yours with our Business planning services.

Responsible Manager training

Responsible Manager (RM) training is available via a range of delivery options.  These include face to face workshops, online workshops and a monthly regulatory update newsletter.

Paraplanning services

Our Paraplanning team is dedicated to supporting you through the advice process. Statements of Advice are created by an experienced team in-line with Jigsaw advice guidelines and technology. Watch this short video to find out more.

Quality advice services

Our experienced Vetting team can review your advice documents in-line with Jigsaw advice guidelines and provide a full report back to you as a Licensee with suggested improvements.

Client Communication

Our client newsletter system delivers professionally designed practice-branded client newsletters, adviser profiles and social media posts in minutes – using pre-approved content making client communication quick and convenient to your practice.

Recruitment services

Our recruitment team can provide additional services including a large range of background checks and Prova Psychometric Profiling of recruitment candidates.

Refer to the Core Services brochure for our other Recruitment Services.

AFS and Australian Credit Licence application and variation support

Jigsaw can assist with Australian Financial Services and Australian Credit Licence Applications through an outsourced provider at a discount rate. Further services are available on request.

Find out how we can help you. Contact us today on 1800 812 987

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