Grow your business, not your to-do list

As a financial adviser, your time is best spent advising clients and growing your business, not managing administrative tasks. TAP's experienced administrative support can free you from the burdens of the day-to-day, so you can focus on what matters most.

Industry-trained professionals

Comprehensive support from a team experienced in financial advice administration — giving you reliable, year-round office support without the overhead of hiring, training, or managing staff.

Support tailored to your needs

Flexible administrative support that adapts to the size and structure of your advice business, whether you need occasional help or ongoing support.

Consistent processes, fewer things missed

Structured admin support helps ensure everyday tasks are completed consistently and on time. This reduces follow-ups, rework, and last-minute pressure as client numbers and activity increase.

Scalable support as your business grows

As your business evolves, admin support can scale with you — supporting higher volumes, additional advisers, or new processes without needing to build internal capacity.

Freedom to advise, not administer

Offload paperwork and day-to-day process work to experienced professionals, so you can focus on advising clients, building relationships, and growing your business.

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Good governance is good business

Staying ahead of regulatory changes and maintaining impeccable compliance records is crucial for financial advisers. That's why TAP provides expert guidance to help you navigate the complex governance landscape, protecting your reputation and freeing you to focus on advising.

Expert guidance

Leverage TAP’s deep industry knowledge and governance expertise to stay aligned with regulatory expectations and evolving compliance requirements.

Transparent reporting

Clear, concise reporting and audit-ready records provide visibility across governance activity and support smooth audits and reviews.

Consistent advice quality

Structured governance and quality assurance processes help ensure advice is delivered consistently across advisers, clients, and time — reducing variation, rework, and risk as the business grows.

Reduced risk and rework

Early identification of gaps or issues helps prevent problems from escalating later. This reduces remediation, supports better client outcomes, and protects the long-term health of the business.

Focus on growth, not compliance

Streamlined governance and quality assurance processes reduce compliance burden, freeing advisers to focus on advice quality, client relationships, and business growth.

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Licensing support that keeps your business on track

Licensing obligations are ongoing and detail-heavy. TAP provides practical licensing support to help advice businesses meet requirements, stay organised, and avoid last-minute pressure — without pulling advisers away from clients and growth.

Expert licensing guidance

Access experienced support that understands the New Zealand licensing environment. TAP helps advisers and advice businesses navigate licensing requirements, updates, and obligations with confidence.

Ongoing coordination and tracking

Key licensing requirements are tracked, managed, and addressed on time. This reduces the risk of missed deadlines and supports a more structured, predictable approach to compliance obligations.

Clear documentation and records

Licensing information and supporting documentation are kept organised and accessible. This helps ensure records are complete, current, and ready when needed for reviews or regulatory requests.

Reduced regulatory admin

By offloading licensing administration and coordination, advisers spend less time managing regulatory detail and more time focused on advice delivery and running the business.

Confidence to grow

As your business expands, licensing requirements become more complex. TAP’s licensing support helps you scale with confidence, knowing obligations are being managed consistently as your business evolves.

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Ready to get started?

Boost your business and bottom line by spending less time on admin and more time on advising.

Talk to our team

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Client testimonials

"I wanted more than just an expensive address book. Over the years, I've used several CRMs and received plenty of compliance and business advice from networks and dealer groups. But TAP was the first that didn't just tell me what to do - they helped me do it.”

Regan Thomas, Money Tree

150 Employees

"Since I've started using TAP's admin service, I've been able to spend much more time seeing clients and networking without worrying about back-end admin tasks. It gives me peace of mind knowing that the experts are handling the admin, allowing me to focus on my clients and reclaim valuable time.”

Shak Lal, Halo Advisers

120 Employees

15% Increase in sales

"There is no excuse for financial advisers not to have the right documentation".

Watch as Dave shares how using the online advice tools helps his team stay compliant and provides him with an overview of the entire process.

Dave Thomas, Accelerate

50 Employees

115% Increase in loans

"I trust the TAP compliance team really knows what they're doing. The team audits my files, identifies areas for improvement, and through ongoing audits, our advice quality is getting better. As a result, my business is better safeguarded now.”

Taj Singh, Expert Advice

150 Employees

Admin & Compliance Support

Ready to get started?

Client testimonials

"I wanted more than just an expensive address book. Over the years, I've used several CRMs and received plenty of compliance and business advice from networks and dealer groups. But TAP was the first that didn't just tell me what to do - they helped me do it.”

"There is no excuse for financial advisers not to have the right documentation".

"I trust the TAP compliance team really knows what they're doing. The team audits my files, identifies areas for improvement, and through ongoing audits, our advice quality is getting better. As a result, my business is better safeguarded now.”