Sequoia Superannuation Service For Mortgage Brokers, Stock Brokers, Financial Planners & Accountants
Sequoia Superannuation has many options for Mortgage Brokers, Stock Brokers, Financial Planners & Accountants. Our solution is simple. We will build a service around what you want. If branding is important for you then this can be done. If you wish to adapt our service to meet your business & clients needs this also can be done. We are here to partner with you and we understand that it is important for us to fit into your business & service model. We have a few suggestions below of what we can offer however let us know what you want & we will do our best to build this for you.
The easiest way to start using Sequoia Superannuation is to use our current services. This is where most Accountants, Mortgage Brokers, Stock Brokers & Financial Planners start. You can use Sequoia Superannuation current offering and promote this to your client base. This includes Sequoia Superannuation Mini & Classic offering. We also can do year end work for you as well if that is the preferred method of your client.
For many service providers a co-branded solution is the way to go. We often find many service base firms such as Mortgage Brokers, Stock Brokers & Financial Planners wish to co-brand our services. This solution involves adding your brand to all of our documentation including marking documentation. We can also assist you in adding a client login section to your website in order to drive traffic to your site and not ours. Again phone or email us to see how we can help you.
With this solution Sequoia Superannuation will customise our offering to work for you. We will adapt all our documentation, marketing materials and our online access to meet your specific needs. All documentation will be provided to you and will be tailored to include your branding. This service is fully tailored to your specific needs. Call us and we will work together to find the right solution for you. By doing this, not only will it make you look like a holistic professional service, it will keep your clients coming back to your website 24/7. In turn driving up your Google search engine optimisation (SEO), helping to create new business.