Optional Services

At Jigsaw Support Services, we provide a range of optional solutions designed to meet the changing needs of financial advice practice owners who hold their own Australian Financial Services Licence (AFSL). These pay-per-use solutions complement our Core Services and are there to support your business as and when you need them.

YOUR BUSINESS

Business Consultancy

Jigsaw provides a range of Business Consultancy services on topics such as staffing considerations, internal succession, client service packages and pricing and industry financial ratios to be used for benchmarking. These services could help you make tangible differences to how you operate your business. Watch this short video to learn more about how we help practices like yours with our Business planning services.

The Strategy Institute

The Strategy Institute works with dynamic business owners and their teams to develop and execute strategy for predictable and repeatable success in their organisations. It offers world class leadership and strategy program facilitation and consulting services. Its guiding purpose – ‘to fuel ambitious leaders who want to think through, choose and do the things that matter most for a wildly successful future’.

www.thestrategyinstitute.net.au

TNT Advisor Solutions

TNT Revolution is a business and efficiency service to support practices to reach and exceed practice targets by maximizing resources, improving processes and systems, and cultivating a dedicated and driven culture.

www.tntadvisorsolutions.com.au

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.

www.ccct.com.au

AFS and Credit Licence Application and Variation Support

Compact Compliance & Training (CCT) can provide assistance with Australian Financial Services and Credit Licence applications. The service includes skills and experience assessment of up to two Responsible Managers and an Introductory Responsible Manager training course. They provide template ‘proof’ documents and guidance in completing them, templated underlying procedures, checklists and registers as well as assistance and liaison with ASIC on application submission.

www.ccct.com.au

ADVICE

Quality Advice Services

From time to time, practices may want their Statement of Advice documents to be checked by an independent resource prior to presenting to a client. Our experienced Vetting team can review these documents in-line with Jigsaw advice guidelines and provide a full report back to you with suggested improvements.

Aged Care Steps (ACS)

Aged Care Steps (ACS) supports advisers to build and implement a profitable aged care advice service to enhance client relationships, grow and diversify their revenue, secure intergenerational wealth transfer and attract new clients.

ACS provides a suite of practical tools to support each stage of your advice process. Start with building (or refreshing) your knowledge and develop your skills with the ACS Accredited Aged Care Professional™ program.

The ACS Business Toolkit™ provides extensive support tools including marketing collateral to make your business efficient and visible. Delivering advice is made easy with the ACS Advice Generator™ – aged care advice software that provides efficiency in the delivery of quality aged care advice.

www.agedcaresteps.com.au

MARKETING

Advant+

Our value-for-money client newsletter system delivers professionally designed practice-branded client newsletters, adviser profiles and social media posts in minutes – using pre-approved content, providing the following benefits:

  • Topical and timely articles of interest to your clients
  • Different templates (Market update, Snapshot, Newsletter) available
  • Customisation by selecting articles for inclusion from our library
  • You can publish your newsletter in various formats–html, print or PDF.

9Rok Consulting

One of the most effective ways to grow your business is being able to succinctly explain, and consistently demonstrate how valuable you are. This will help people understand why they should work with you, pay you, stick around and refer you.

9Rok has a suite of online programs, tools and templates, workshops or consulting programs designed specifically to help financial advisers more effectively communicate their value. This is to help catch and keep more clients and reap the rewards from owning and operating a successful advice business.

www.9rok.com.au

3Genies

One of the easiest ways to communicate what you do for your clients, is through animated explainer videos. 3Genies has a range of simple, yet effective animated videos to help make financial advice something to get excited about. They can help explain Financial Planning to Mortgage Broking, SMSFs to Insurance (Life, TPD, Trauma, IP etc), Investing to Estate planning and everything in between.

www.3genies.com.au

YTML – Website development

YTML is a leading financial services technology business that will work with you to design, build, host and maintain your website. Whether it’s creating a new website or renovating an existing one, YTML websites are compliant and user friendly and designed to meet all your requirements.

www.ytml.com.au

BACK OFFICE & ADMIN SUPPORT

Recruitment Services

  • Background checks via First Advantage, including but not limited to: Australian Federal Police Check, Employment History Verification for 5 years, ASIC and APRA banned and disqualified, ASIC register checks
  • Prova Psychometric Profiling of recruitment candidates. 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.

Paraplanning Services

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

TNT Advisor Solutions

TNT offer end to end support solutions helping you save time, reduce workload and improve productivity.

Paraplanning: Improve your productivity by outsourcing to TNT. Our 100% on-shore team is compliance focused and we guaranteed a 5-day turnaround on SOAs. SOA’s are produced in line with Jigsaw advice standards.

TNT Back Office: Supporting Advisors with file note dictation and super/insurance fund data collection tasks.

www.tntadvisorsolutions.com.au

Claims Management Service

AFRM Claims Advocacy (ACA) provides an insurance claims outsourcing service for advisers. The proposition is simple – advisers outsource the claims experience to ACA, and they manage the financial and health (return to wellness) outcomes for your client, whilst the adviser maintains the client relationship.

Given that a simple claim can take 10+ hours of practice time, their proposition suits practices who:

  • Want to save time/money.
  • Are keen to improve their client claim experience (advocate helping them with returning to wellness).
  • Want to leverage referrals from a positive claim experience.
  • Support clients to overcome the trust deficit between client and insurer.

www.afrmclaimsadvocacy.com

Legal Documents Solutions

Topdocs and Topdocs Legal can assist you with quality SMSF, company, trust, estate planning and commercial documentation and services.

The benefits of outsourcing your legal documentation requirements provides you with access to:

  • An extensive range of quality documents
  • Time saving integrations
  • Easy online ordering
  • Adviser risk mitigation
  • Free technical support and advice
  • Professional training, with CPD accreditation
  • Flexible pricing options and
  • Adviser focused Estate and Succession Planning solutions.

www.topdocs.com.au

TECHNOLOGY

YTML

If your advice tools are sitting on excel, YTML can convert your solutions into an application or domain to enable a more powerful client engagement tool. They also specialise in the conversion of excel spreadsheets into online applications and can assist you to optimise and connect the systems and solutions you have deployed in your business.

www.ytml.com.au

TNT Advisor Solutions

FUSE Blueprint (CRM) is the optimum workflow and compliance blueprint powered by Worksorted, a leading Financial Services CRM. FUSE is specifically designed for practices using Jigsaw advice standards.

www.tntadvisorsolutions.com.au

RESEARCH

Morningstar Direct

Morningstar’s global flagship product that combines data, research and analytics into one powerful tool.  Morningstar Direct is built specifically around the workflows of financial advisers to help analyse investments, create and maintain an APL, construct portfolios, and connect with the end-investors.

https://go.morningstar.com/direct-for-advisers

Morningstar Adviser Research Centre

A user-friendly platform providing the latest Morningstar investment research, data and tools to help find appropriate investments and make portfolio recommendations for clients.

https://arc.morningstarhub.com.au/

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

Contact Us

Important information

Show more

Jigsaw Support Services does not accept responsibility and is not liable for the accuracy of the information contained on this webpage. This webpage does not contain any financial advice or make any recommendations about a financial product or service being right for you or your client, and does not take into account your or your client's objectives, needs or circumstances. You should independently consider whether the services of any third party are appropriate for you. Any service supplied by a third party is subject to the terms and conditions of that third party. Jigsaw Support Services is not responsible for any agreements, maintenance, delivery or satisfaction of any transactions undertaken with a third-party provider. Jigsaw Support Services is not responsible and is not liable for any loss, damage or injury suffered by you or your client as a result of the conduct of the third party.

Jigsaw Support Services are provided by Jigsaw Support Services Limited ABN 21 005 799 977 (Jigsaw). Jigsaw is part of the AMP group of companies and can be contacted on 1800 812 987.