Business Solutions

IT & Cyber Security

Civitas and Zynet | A powerful partnership

Being part of the Civitas Club and financial advisor network, it is critical to be protected from incidents that will otherwise cause brand impact, reputational harm, loss of trust and the potential for considerable financial cost to your organisation.

Talking about financial advice, your customers come to you to allow them to make informed decisions and assess risk in relation to their investments. You show them the way by providing your experienced analysis, recommendations, and advice. Similarly, we help your business operate and grow securely and safely by providing services and solutions that prepare you to be far more resilient when it comes to Cyber Crime. The focus is to ensure the confidentiality, integrity, and availability of your data and systems are maintained.

The impacts for Civitas partners when it comes to Cyber related incidents can be vast and given that the financial space is one of the most targeted and compromised industries in terms of information and data breaches, it is essential to be provided with the correct advice, staff education programs, business solutions and prevention focused technology services.

Zynet have been working with Civitas from inception to provide proactive and prevention focused IT and Cyber Security services to the executive team. That puts us in a great position to be a key advisory and services provider to Civitas Club members, providing needed peace of mind and assurance going forward.

Typically, smaller organisations are reactive and wait for something to go wrong before they assess and address the risks. What we do for Civitas Club members is identify the security risks and advise on very cost-effective solutions that protect your business and customers proactively.

Ask us how you can prevent a Cyber incident in your business by booking your discovery call with our Civitas Solutions Team liaisons.

Call us now on 1300 4 ZYNET (1300 499 638) and ask for your Civitas Solutions Liaison or visit our web site to get in touch and book your initial discovery call at https://zynet.com.au/contact/

Paraplanning

TD Outsourcing
TDO provides the resources to cost effectively deliver a range of administrative and professional services so you can get on with the job of running a profitable business.

Business Process Outsourcing
Business process outsourcing (BPO) is the process of contracting specific business functions to a third party service provider.

For many businesses the main advantage of BPO is increased flexibility. This is achieved by transforming fixed cost structures into variable cost structures. A variable cost structure allows a business to respond quickly to changes in activity and maintain effective resource management.

Key employees are released from time consuming (but essential) administration or processing tasks to invest more time and energy on building the business.

TDO can help if:

You want greater capacity to grow your business.
You need more time to service clients and pursue opportunities.
You want to increase productivity and profitability.
You recognise the impact of staff getting bogged down in the day-to-day.
You value your staff and want to engage them in more meaningful work.
You need a solution for one-off projects and spikes in activity.

Financial Planning Support Services
For Financial Planners TDO is available to provide tailored support in the following areas:

File Notes & Draft Communications – processing audio files to text and completing action items

Data Entry – updating Xplan data from Fact Finds (or similar)

Financial Modelling – using Xtools, Xtools+ and WealthSolver in Xplan

Review Documents – using a variety of templates and reports from Xplan and elsewhere

Advice Documents – using templates or Wizards in Xplan

For the last two items we develop documented procedures jointly with our clients to ensure we deliver according to their requirements. We help with the design of the input (the processing instructions) and the output as required (content and layout). When preparing Advice Documents we act under instruction. We do not develop the strategies.

All processing in Xplan is undertaken on our secure site based in Australia.

TDO have strict internal privacy and confidentiality arrangements in place. We are contractually bound to adhere to all Australian privacy laws and regulations.

TDO’s services are covered under a concise easy to understand agreement designed to protect your interests and ours. We offer a range of flexible pricing options to suit the changing needs of our clients.

About Us
The TDO Group comprises TD Outsourcing Hong Long Limited and its wholly owned subsidiary TD Outsourcing Philippines Inc. The founders and group directors are based in Australia. Both Michael and Stephen continue to be actively involved in providing financial planning services to private clients.

Michael Hiscock
Michael has been working with accountants, financial planners and lawyers since 1990. This experience includes the provision of financial planning services, being a part owner and a director of an Australian Financial Services Licensee and as an equity partner of an accounting firm.

Contact Details
Email: contactus@tdoutsourcing.com
Phone: (02) 8908 9250
Web: www.tdoutsourcing.com

PI Insurance

‘McLardy McShane WA – Mark Lynch (Director) is one of Australia’s most qualified General Insurance brokers specialising in PI insurance from Australia’s leading Independent Insurance broking organisations. We combine our exclusive insurance arrangement with an Insurer specialising in Financial Planners with access to the other 2 main Insurers in this Financial Planning space with our in-depth expertise gleaned from years of dealing in this space as well as market leading policy wordings .

We understand the unique operational context in which Financial Services businesses work & the requirements of ASIC to both obtain and maintain the all- important AFSL. Our clients benefit from our specialised review and placement of Professional Indemnity covers & claims management processes if required.

Speciality areas include Professional Indemnity Insurance, Directors & Officers Insurance/Management Liability, Cyber Liability & all facets of Office/Business Insurances – all of which can be funded over 10 months to spread the cashflow.

Most of us are well aware premiums are going up quite dramatically for both Accountants & Financial Planners in this Professional Indemnity area and excesses are heading towards $250,000 so the time is ripe for those Members wishing to obtain at least an alternative to their current arrangement when the renewal falls due

All we require for those with an existing policy is the paperwork completed for their current arrangement and a copy of their quote – not only to match or better cover but to save on the premium. For new AFSL holders or members, we just need the proposal attached and we will submit to the 2 Insurers for alternative quotes.

Next steps and what McLardy McShane (WA) have to offer:

Mark Lynch is available on 1300 138 978 to answer any queries you may have and is available on mlynch@mclardymcshane.com.au for an initial email contact..

He can offer a no obligation and free ‘Health check ‘ of your current PI and other Insurance arrangements to ensure you are complying with your industry and regulatory requirements as well as providing the broadest possible cover at the most competitive premium’

Civitas has solutions for all your company requirements.

Want to find out more? Contact us here.

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