Our Team and Our Values
Michelle Taljaardt
Director and Founder
Cayla Hey
Business Operations Manager
Lauren Smith
Administrator
Monique Marquard
Adminstrator
Matthew Killian
Administrator
Tobie Mutumbo
Administrator
Adam Mofoking
Administrator
Mia September
Administrator
Garth Hey
Systems, Strategy and Finance
Our Story
Once upon a time, a single mom and experienced practice manager dreamed of being her own boss. She had a bold idea:
Why work for just one financial advisor when she could help many?
Armed with passion, expertise, and a deep understanding of the financial planning world, she launched an outsourced admin service.
Today, she leads a high-performing team that issues over 500 applications per year and services more than 8,000 clients for financial advisors around the world.
We are proud to be part of our advisors’ success stories — and we’d love to be part of yours.
What We Do
We provide specialised administrative support for financial advisors across South Africa and beyond.Â
Time-saving administration services — we handle the paperwork, so you can focus on relationships and revenue
Expert compliance administration — stay audit-ready, reduce regulatory risk, and ensure nothing falls through the cracks
Practice management support — streamline operations, improve efficiency, and scale your advisory business with confidence
Our outsourced solutions are tailored to your needs — whether you need full-service admin support, compliance help, or selective back-office assistance.
Why Choose Us
Peace of Mind: Know your admin and compliance are handled by experts
Boosted Productivity: Free up hours each week to meet more clients, deepen relationships, and drive growth
Cost-Effective Support: Get top-tier administration without the cost of in-house staff
Stronger Client Retention: Provide a seamless client experience by letting us handle the back-end
Revenue Growth: Earn more by focusing on high-value activities, while we keep your business running smoothly
