Reclaim your time. Grow with confidence.
Dedicated virtual assistants for Risk Insurance, Mortgage Lending and Fire & General advice businesses across New Zealand — trained on your systems, your compliance, your standards.
- Dedicated NZ-focused VAs
- Compliance-aware processes
- Flexible part-time or ongoing
- Confidential & structured
Dedicated NZ-focused virtual assistants — trained on your systems, your compliance, your standards.
0%
NZ-focused support
0+ hrs
Saved per week, per adviser
0 steps
Structured onboarding
Back-office support, built for advice businesses
From CRM upkeep to compliance administration and policy servicing, we take the repetitive, time-sensitive work off your plate — accurately and confidentially.
CRM & Client Administration
Keep your CRM clean, current and audit-ready — client records, notes, next actions and follow-ups handled.
Compliance Administration
Structured support for advice records, disclosure documents, annual reviews and file completeness.
Policy & Renewal Servicing
Renewal tracking, document chasing, insurer follow-ups and policy servicing without the bottleneck.
Client Onboarding
Consistent onboarding flows, fact-find prep, ID checks and file setup that mirror your process.
Inbox & Calendar Management
Triaged inboxes, meeting scheduling and reminders so nothing slips and clients feel looked after.
Workflow & Reporting Support
Process documentation, pipeline reporting and back-office improvements as your business scales.
A hand-picked team, quietly powering your practice.
Every Pro VA Solutions assistant is recruited for skill, tested for judgement and matched to your business by working style — not just availability. You get one dedicated professional, backed by a full support team.
- University-educated talent
- Rigorous vetting & testing
- English fluency & communication
- NZ business hours coverage
Dedicated VA
Long-term match
Adviser support
0%
Retention rate
Built around regulated, process-driven advice
We understand urgency, accuracy, confidentiality and client experience — because advice businesses do not just need admin help, they need dependable support.
Risk Insurance Advisers
- Annual review preparation
- Compliance administration
- Underwriting follow-ups
Mortgage Lending Advisers
- File preparation
- Lender document chasing
- Client follow-ups & scheduling
Fire & General Insurance
- Renewal tracking
- Policy servicing
- Inbox & document management
A structured 7-step partnership
We do not just outsource tasks. We build a support partnership that fits how your business already operates.
Consultation
Needs Assessment
Service Recommendation
Client Onboarding
VA Matching
Training & Knowledge Transfer
Ongoing Support
A trusted extension of your team
Dedicated Support
Every client is matched with a dedicated VA who becomes an extension of the business.
Structured Processes
Documented workflows and proven systems that ensure consistency and quality.
Quality Assurance
Established procedures and ongoing support to maintain high service standards.
Flexible Solutions
Part-time, ongoing or structured back-office — tailored to your workload and stage.
Confidentiality First
Sensitive client and business information handled securely and professionally.
Partnership Approach
Long-term relationships built by continuously improving how we support you.
Trusted by advisers across Aotearoa
Real outcomes from Risk, Mortgage and Fire & General advice businesses.
"Our VA runs the entire renewal workflow — missed renewals dropped to zero."
Managing Adviser · Auckland
10+ hrs / week saved
"Not a task-taker, a real team member who understands mortgage advice."
Principal Adviser · Wellington
3x faster file prep
"Compliance-aware, discreet, and reliable. They understand our standards."
Compliance Lead · Tauranga
Zero compliance findings
Give your business its time back.
Start with a focused discovery conversation. We will map your workload, identify what can be safely delegated, and recommend a support model that fits.