Starting any new business comes with its challenges. With a new finance business, you have to also take into consideration policy, regulations and safe guarding your data. Without strong structure around these items, it could lead to potential breach of policy or worse, loss of license. Our team have worked with many finance businesses to help build strong framework and structure around these procedures, helping business owners feel more confident about their day to day processes. We would love to help you as well! Send us a DM to arrange a complimentary chat. #business #strategy #mentoring #coach #financecoach #yourfinanceassociates
Your Finance Associates
Financial Services
Business consulting for finance professionals. We can help you set up, manage and grow your finance business.
About us
Business consulting for finance professionals. Your Finance Associates was created to offer business consulting and support to finance specialists who are looking to create, grow and expand their business. How it works? 1. Book in your free chat with Teressa to discuss what your business goals and pain points are. 2. We help create an action plan and identify any services we can assist with (administration, loan writing, social media management, business planning, business coaching) 3. We start working together 🤝 to help you create your successful finance business. Book in your chat in the link in bio.
- Website
-
https://calendly.com/yourfinanceassociates?fbclid=PAZXh0bgNhZW0CMTEAAaYivtXUFj6xEhiKxSGJNVggLcIgT6-v5iHvFrHDW9KOd48b6P392p7IEMc_aem_1CgdeS_VjN1XdIIAUx0jMA
External link for Your Finance Associates
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Sunshine coast
- Type
- Self-Owned
Locations
-
Primary
Sunshine coast, AU
Employees at Your Finance Associates
Updates
-
Getting started with Your Finance Associates is as simple as booking in your complimentary appointment 🤗 In our appointment we will discuss what’s happening in your business and where your struggles are. We then provide you with a recommendation for you to review and approve. Then we get down to business to help you scale your amazing business. Ready to chat? https://lnkd.in/g9jm__Si #associates #businessconsultant #finance #support #administration #personalassistant #yourfinanceassociates
-
⭐️Managing your social media presence when you are a busy finance professional can be overwhelming. Especially if you don’t have the time or not sure what or when to post. That’s why having Your Finance Associates on your team managing your social media presence, growth and brand can free you up to do more of the tasks you excel at. Our team specialises on making your life easier all while working towards your business goals. Ready to hand over the social reins? DM or book a free consultation on the link in bio. #socialmediamanagement #finance #socials #financebusiness #broker #lender #bookkeeper #accountant #financialplanner #financespecialist #yourfinanceassociates
-
The Your Finance Associates team are here to help you with the tasks in your business that you just don’t have the time or passion for. All while freeing up time for you to do the tasks that are most benefits for your business. Our services ⭐️Business Consulting - needing help organising processes, managing staff or working out how to grow your business? Business Consulting can assist you identifying pain points with action plans to grow. ⭐️Social Media Management - Building a social media presence is a great way to get you and your brand noticed. Our team can help you plan, grow and manage your social media! ⭐️ Administrative Services/PA - whether you need help setting up emails, newsletters or organising, scheduling and managing clients, our team are fully qualified and ready to assist We have strong finance industry knowledge and we’re ready to help you take your business to the next level. Use the link in bio to book in for a complimentary review. #associates #financebusiness #virtualassistant #yourfinanceassociates #broker #financebroker #mortgagebroker #bookkeepers #accountants
-
Having a business consultant on your side is having an expert in the field, provide a new set of eyes to scan your business and help you identify areas for review and growth. #businessconsultant #financebusiness #broker #financespecialist #finance #yourfinanceassociates
-
What is Business Consulting? To us Business Consulting is having a new set of eyes identify areas within your business that may need some love. Whether that is fine tuning processes, hiring some support staff or working out steps to expand & reach your goals. Let our expert team assist you 🤝 #businessconsultant #financebusinessconsultant #finance #broker #lender #financebusiness
-
✨Meet our Director and Senior Consultant Teressa Fisk ✨ Teressa has worked in many industries over the years, from hospitality, retail, fitness and finance. She obtained her first managers role at 17 and has since continued to assist in growing businesses, including several of her own. In total, Teressa has been in the finance industry for 15 years - starting from humble beginnings as a teller, to a relationship manager and now running her own finance business. Teressa has coached and consulted on hundreds of businesses over the years, from small to large scale business projects. She also has a fondness for those starting out in the industry and loves guiding people on where and how to start creating their business. Teressa to be able to identify potential growth points in a business, how to build strong business foundations and create an action plan for a thriving business. @your_finance_associates_ was created to offer business consulting and support to finance specialists who are looking to create, grow and expand their business. How it works? 1. Book in your free chat with Teressa to discuss what your business goals and pain points are. 2. We help create an action plan and identify any services we can assist with (administration, loan writing, social media management, business planning, business coaching) 3. We start working together 🤝 to help you create your successful finance business. Book in your chat in the link in bio. #meettheteam #yourfinanceassociates #coaching #consulting #mortgagebroker #finance #financebroker #associates #financebusinessconsultant #agency #financebusiness #brokerlife