Flexible plans, no employment overhead
Choose the plan that matches your workload; scale up or down as your business changes. Every engagement is quoted after a free discovery consultation — no NZ payroll obligations, no recruitment fees, no surprises.
Essentials
20 hrs / month
Part-time back-office relief for solo advisers.
Custom quote
Priced to your scope after a free consultation.
- Dedicated NZ-focused VA
- CRM upkeep & data entry
- Inbox & calendar triage
- Monthly workflow check-in
- NDA + Privacy Act 2020 compliant
Advice Partner
40 hrs / month
The everyday operating engine for growing advice teams.
Custom quote
Priced to your scope after a free consultation.
- Everything in Essentials
- Compliance & file preparation
- Renewal tracking & insurer follow-ups
- Client onboarding administration
- Fortnightly service reviews
- Documented SOPs for your business
Practice Scale
80+ hrs / month
Full back-office operations for multi-adviser firms.
Custom quote
Priced to your scope after a free consultation.
- Everything in Advice Partner
- Dedicated full-time VA available
- Workflow & pipeline reporting
- Second VA / team lead available
- Priority onboarding within 1–2 weeks
- Quarterly strategic operations review
Every quote is tailored to your workload — book a free discovery consultation to receive yours.
Every plan comes with the full Pro VA operating standard
No KiwiSaver, PAYE or payroll admin
GST-compliant NZ invoicing
Secure access (VPN, MFA, password tools)
Free VA rematch guarantee
Encrypted file sharing & backups
Ongoing IT support & monitoring
Common questions
Are there any setup fees?
No. Onboarding, VA matching, training coordination and workflow documentation are included in your monthly engagement.
Can I change plans later?
Yes. Scale hours up or down with 30 days notice as your business needs change.
Do I need to pay for annual leave or sick days?
No. You only pay for the hours in your engagement; we manage backup coverage where required.
What about GST and invoicing?
NZ clients receive GST-compliant invoices (claimable if you're GST-registered). Overseas clients are typically GST zero-rated.
Not sure which plan fits?
Book a free discovery consultation. We'll map your workload and recommend the right hours and support model — no obligation.