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Cassandra Martin

Back Office Solutions Specialist

Hi, I’m Cassandra – head of LINK WEALTH ADVISER SUPPORTa back-office solutions service created by Link Wealth advisers especially for financial planning firms. 

I help Financial Planners, Advisers, and Mortgage Brokers take back their time and focus on what’s important to them – talking to their clients and providing quality advice.

If you’re spending too much time working in your business rather than on the growth activities that make it profitable, allow us to help you free up at least 20 hours a week and take repetitive administration work off your hands. 

ARE YOU BACKED UP WITH BACK-OFFICE WORK? 

As a Financial Planner, Adviser, or Mortgage Broker, you want to spend your time where it really counts – talking with clients, and bringing in new clients to maximise your impact, help more people, and grow your business. 

You want to reduce the cost to serve your clients and save time by creating better systems and getting more efficient. 

You’d love a team of trained support staff you can trust to take away the admin headaches without compromising on your quality of service. You want them to be able to do a better job than even you would do yourself.

WHAT DO YOU NEED HELP WITH?

Getting admin off your hands

Implementing advice

Managing your review process

Reducing back-office costs

WHAT I OFFER

Fully trained and qualified staff

End-to-end administration solutions

Reduction in back-office costs by 50% to 70%

HOW TO GET IN TOUCH

Drop me an email or book straight into my calendar for a 15-minute clarity call so we can chat about what you need and how we can help.

Previous Member
Eddie Malaeb
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