Partner with Bill Butler

Enquiries 1300 998 797

Register for a call back

Partner with Bill Butler

Enquiries 1300 998 797

Register for a call back

Benefits of Partnering with Bill Butler

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Cash flow forecasting

Through our intelligent forecasting system we seal the everyday financial leaks that chip away at clients financial goals, and ensure they always have money to cover the unexpected. This allows us to give you strategic insight into your client’s financial habits, allowing you to better advise them based on their individualised investment needs.

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Client reporting

Feedback is a motivator to change. We provide real-time feedback to clients on the what, where and when of spending providing clarity to clients and allowing advisors to provide better advice based on lifestyle.

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Increased opportunities

Through partnering with Bill Butler you will gain access to information about your client. With this data you are able to better service their known, and unknown needs. This gives you, the adviser, the ability to better manage your client’s ongoing financial strategy and progress towards their agreed financial goals.

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Client retention

Having the ability to strategically advise your clients for their long-term financial success is vital in a changing world. With access to more information than ever regarding your clients financial picture, you will be able to give them the advice they need, when they need it. You become a necessity, and not a nice to have in your clients mind.

Why your clients will love Bill Butler?

Money made simple

We take the stress, and time, out of managing money. Clients don’t have to spend any more wasted hours sorting through countless bills, budgets and bank accounts, this is handled by a Butler. They can focus on what really matters –  family,  friends and what they excel at. We deal with the financial admin so your clients don’t have to.

Refer a Client

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Generate wealth & time

With everyday money managed your client can focus on achieving their financial goals and dreams. This may be as simple as maintaining their lifestyle together with ensuring their is a surplus to fuel wealth strategies. Their butler takes the time to talk through their financial goals, and ensures plans are in place to make them happen.  Checkpoints are also established to provide feedback to keep it all on track.

Refer a Client

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No more bills – no more late charges

By handling client bills including correspondence, we simplify the financial management for clients down to discretionary items. Redirection of bills ensures the Butler discounts are achieved for on-time bill payment, every time. With no late fees or interest for things that can be avoided. Our simple pre-approval system enables us to manage both fixed and variable bills with ease. Your clients can have the confidence it is all being sorted without lifting a finger.

Refer a Client

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Information at their fingertips

With financial reporting at their fingertips clients are empowered to make the financial decisions that matter. When a client is not burdened with the administration of managing  everyday finances they start to focus on the decisions that really matter. Habits become clearer, opportunities are more readily identifiable.  Reporting helps a client to take charge of their money and make it work even harder.

Refer a Client

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Their precious time back

The biggest benefit of Bill Butler is freeing up time to focus on strategy rather than detail. Your client won’t have to spend another hour worrying about bills and money transfers or reconciling their budgets to ensure their plan is on track. Simple alerts and feedback systems are in place to keep clients accountable to their own goals.  You won’t have to focus on budget discussions to ensure their financial strategy is in place. Life is already a juggle, spend time doing things you love.

Refer a Client

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Why your clients will love Bill Butler?

Money made simple

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We take the stress, and time, out of managing money. Clients don’t have to spend any more wasted hours sorting through countless bills, budgets and bank accounts, this is handled by a Butler. They can focus on what really matters –  family,  friends and what they excel at. We deal with the financial admin so your clients don’t have to.

Generate wealth and time

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With everyday money managed your client can focus on achieving their financial goals and dreams. This may be as simple as maintaining their lifestyle together with ensuring their is a surplus to fuel wealth strategies. Their butler takes the time to talk through their financial goal, and ensures plans are in place to make them happen.  Checkpoints are also established to provide feedback to keep it all on track.

No more bills – no more late charges

icon3By handling client bills including correspondence, we simplify the financial management for clients down to discretionary items. Redirection of bills means a Butler can ensure discounts are achieved for on-time bill payment, every time. With no late fees or interest for things that can be avoided. Our simple pre-approval system enables fixed and variable bills to be managed with ease. Your clients can have the confidence it is all being sorted without lifting a finger.

Information at their fingertips

icon4With financial reporting at their fingertips clients are empowered to make the financial decisions that matter. When a client is not burdened with the administration of managing  everyday finances they start to focus on the decisions that really matter. Habits become clearer, opportunities are more readily identifiable.  Reporting helps a client to take charge of their money and make it work even harder.

Their precious time back

icon5The biggest benefit of Bill Butler is freeing up time to focus on strategy rather than detail. Your client won’t have to spend another hour worrying about bills and money transfers or reconciling their budgets to ensure their plan is on track. Simple alerts and feedback systems are in place to keep clients accountable to their own goals.  You won’t have to focus on budget discussions to ensure their financial strategy is in place. Life is already a juggle, spend time doing things you love.

Blog

Blog

Are Financial Advisors acting in the best interests of the client?

Article first published in IFA - Independent Financial Advisor in May 2017 as "A finer grain approach to financial advice" A cornerstone of the Future of Financial Advice (FOFA) reforms is the “best interests duty”.  In April, we saw the first reports of advisers being banned with charges including not acting in accordance with these FoFA reforms. What does the “best interests duty” require of an adviser? In part, it requires: Identifying the objectives, financial situation and needs of the client that were identified through instructions; Identifying the objectives, financial situation and needs of the client that would reasonably be considered relevant to the advice sought on that subject matter; If […] read more

Insecurity and Infidelity – Financial and Romantic Pitfalls

It’s well known (and unsurprising) that finances are the top cause of relationship issues. What is disturbing, is the sheer range of financial communication levels and styles between different couples and families. Poor Communication means poor outcomes Surprising numbers of people in committed relationships have a card or an account which their partner doesn’t know about. More disturbingly, in a recent study, almost half of respondents had no idea of their partner’s income – this indicates a shocking lack of communication about money. If you don’t know what your income is as a couple, how can you possibly make career plans, budget for purchases, or even begin to chart a […] read more

Partnering with Bill Butler benefits you and your clients.

Want to find out more?