'White-Label' Servicing

Growing your business is not only reliant on “getting new clients” but requires knowledge and expertise in many technical areas.

This in itself, is the most confronting challenge for the practitioner as generally people stay in their ‘comfort zone’ (their current area of proficiency and expertise) knowing full well that other areas of business can help them generate good income and increased profits.

CoreValues Group understands your position and concerns on ‘venturing out’ of your comfort zone.

Having people that have a wide range of specialities allow us to provide an in-depth level of business services that we ‘white label’ to you.



What does ‘White Labelling’ Mean?

‘White Labelling’ means we provide a business service on behalf of your clients to you, working behind the scenes, so that YOUR client only sees that it is YOUR practice that provides that service.

We are not seen by YOUR client, but we provide the expertise, take the compliance risk and help YOU diversify YOUR business whilst increasing your profitability immediately. (More income with no extra fixed overheads).



Services that are the Most Popular!

The services that are most readily used, are those services most needed by your clients but require significant knowledge and are a high level of compliance risk.

Some examples of these Services are, but not limited to:

  • Self-Managed Superannuation Fund Administration (Under the new regime)
  • Estate work with CGT implications
  • ATO contravention rectification
  • VBA systems development and/ or implementation
  • Working with Financial Services industry and assessment of the quality of advice.
  • ‘White Labelling’ increases diversification of your business, manages compliance risk, adds another level of expertise without the increased overheads. All of which helps build a sound and profitable business.

    CONTACT THE COREVALUES GROUP FOR AN APPOINTMENT TODAY……. info@corevalues.net.au