Virtual Assistants for New Zealand Financial Advisers, Insurance Brokers and Mortgage Advisers

Hand over 5 to 10 hours of admin a week. We already know your industry.

You didn’t get into advice work to update a CRM at 9pm. We take the admin off your desk so you can spend your time in front of clients.

We’re New Zealand based, we’ve been doing this since 2017, and we’re already trained in adviser admin. Work with us for as many or as few hours as you need. No PAYE, no holiday pay, and no desk to find.

Most clients start by handing over 5 to 10 hours a week. That’s a full day back, every week.

And we don’t just work through your list. As we go, we streamline it, so the same job takes less time next month than it did this month.

Book a free 15 minute chat

Who we work with

We support small advice businesses across New Zealand:

Insurance brokers — risk, and fire & general
Mortgage advisers and brokers
Financial advisers
Wealth and investment firms

Most of our clients are one or two person practices who need a great assistant but not a full time salary.

What we take off your plate

If you’re a mortgage adviser

Loan writing and structuring support
Packaging applications for lender submission
Lender follow-ups and condition management
Coordinating lawyers, accountants and real estate agents
Pipeline and CRM management
Client communications and updates
Ongoing servicing: refixes, restructures and top-ups

If you’re an insurance broker or risk adviser

Renewal letters and reminders
Underwriting and application follow-up
Policy adjustments and endorsements
Quoting, both risk and fire & general
Client servicing and arrears support
CRM updates and data cleanups

Whatever you advise on

Answering your phone
Booking appointments and managing your diary
Inbox management
Compliance documents
File organisation and document formatting
Meeting minutes

Streamlining how your business runs

This is the part most virtual assistants don’t do.

Building workflows and SOP manuals so tasks stop living in your head
Video process manuals your next hire can actually follow
Cleaning up and restructuring your CRM so it works for you
Setting up templates for the letters and documents you send constantly
Finding the bottlenecks in your process and fixing them
Automating the follow-ups that currently rely on you remembering

The first month is about taking work off you. After that it’s about making sure that work takes less time every month.

If more than an hour of your day goes on tasks like these, that’s an hour you could be spending with a client.

Systems we already know

You won’t be teaching us your tools from scratch.

Insurers and quoting platforms: AIA, Asteron Life, Booster, Cigna, Fidelity Life, Generate, NIB, Partners Life, QuoteMonster, Resolution Life, Select Wealth Management, SovLink, Stylecover and Vero.

CRMs: Trail, Salesforce and other adviser platforms.

Everything else: Google Drive, OneDrive, SharePoint, Dropbox, Tresorit, Microsoft Teams, Zoom, Trello, Planner, WhatsApp and Clockify.

If you use something we haven’t listed, we’ll pick it up quickly. That’s the job.

The questions advisers usually ask us

“I don’t have time to train someone.” You don’t need to. We already understand adviser workflows, insurer portals and lender processes. Most clients are handing over real work within a week.

“What if my assistant is away?” Another trained team member steps in. That’s the advantage of a team over hiring one person.

“Is my client data safe?” We work to New Zealand compliance standards. Every client gets a contract, a confidentiality agreement and documented security procedures. Logins are shared through Bitwarden, never by email.

“What if I don’t use all my hours?” Change your hours or cancel with one month’s notice. No long lock-in.

“Will my clients know you’re not in my office?” We work under an email address on your own domain. To your clients we’re simply part of your team.

Why advisers trust us with their clients

We already know the work. You’re not training someone from scratch. We know the insurers, the lenders, the CRMs, and what happens next on a file.

We streamline as we go. Because we’ve seen how dozens of advice businesses run, we spot the inefficiencies you’ve stopped noticing. You get the admin off your desk and a tidier process underneath it.

We’re a team of five, not a single assistant. Insurance specialists, a mortgage specialist, and cover when someone’s away. Hiring one person is a single point of failure. We aren’t.

We’re New Zealand based and trained here.

Confidentiality is documented, not assumed. Every client gets a contract, a confidentiality agreement and written security procedures before we touch a file. Logins are shared through Bitwarden, never by email.

You only pay for what you use. Change your hours or cancel with one month’s notice.

We’ve been doing this since 2017, and Ellice has been in the industry since 2015.

What our clients say

“This allowed me to grow my business through seeing more clients rather than being bogged down in admin work.” Guy Buchanan, Buchanan Financial Partners

“No more PAYE returns and holidays to keep track of. Worth every penny. Never thought having an assistant could be this easy.” Phil Sowman, Accord Brokers Insurance Ltd

“I had the confidence to go overseas for a month last year, knowing that Ellice was taking care of everything in my absence.” Terri Maguire, Insurance Broker

“Ellice has a very good understanding of CRMs and what pain points advisers have.” Willi Olsen, LifeCovered

How it works

1. Free 15 minute chat. Tell us what’s eating your time. No pitch, no obligation.

2. We agree the tasks and the hours. Plus your contract, confidentiality agreement and security procedures.

3. Training and handover. One session on your processes. Logins come across via Bitwarden and we set up an email address on your own domain.

4. You choose how to send us work. Email, WhatsApp, Planner, Trello, or straight through your CRM. Whatever you already use.

Most clients are up and running within a week. We become part of your business, not a service you have to manage.

Ready to get your time back?

You could have a trained assistant working on your admin within a week, without hiring anyone.