About Aspire Planning
Aspire Planning is a financial advisory firm based in Melbourne that empowers its clients by helping them define and reach their financial goals.
By challenging the conventional methods of financial advice, Aspire have successfully established themselves as one of Australia’s most forward thinking advisory firms.
The Challenge
Although an increase in demand for their services was welcomed by Aspire, it did cause a knock on effect in their business which had to be addressed.
As staff members began taking on more responsibility to cope with the growing workload, gaps started appearing in the firm’s administrative processes. An ever-increasing number of compliance hoops to jump through — combined with COVID lockdowns — meant resources were being stretched thin, causing Aspire to rethink how it conducted business.
The solution
Accepting that hiring remotely was the best way forward, Aspire Planning approached us to find two administrative experts that could quickly find their feet in a fast paced environment. We scoured our talent pool to identify the perfect candidates that not only had the necessary experience and skill set Aspire were looking for, but also the same shared values too.
The results
The two new Aspire team members settled in seamlessly, taking on their administrative roles with ease and enabling the onshore team to focus on higher-value tasks. As well as helping Aspire solve their talent shortage, we also helped them implement inhouse IT changes to improve their cybersecurity — something they needed assistance with now their team was growing.
Like all our partners, Aspire are excited to discover what the future holds now they have seen the positive impact our outsourcing solutions can bring.