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Maximize the value of your business over the next 3 to 5 years
Being part of the Just Service Global network offers...
A Technology Partner:
A Business Growth Partner:
Licensed Umbrella:
More Products and Services:
Be Apart of Something Bigger:
A Back Office Partner:
New technology protects your business
Helps grow your recurring revenues
Happier clients and higher revenues
More exit strategies
Reduce administration cost, improve client service
Provide protection for your business
Typical IFA business profile
Exit strategy unclear, making business valuation difficult
Digital strategy nonexistent, clients could be better informed
Adviser numbers decreasing and recurring revenue not growing
Decreasing upfront revenue streams and threats of commission disclosure
Struggle to retain advisers, coupled with threat of institutions not continuing terms of business
Growing compliance and other administration costs
Just Service Global: the only network offering a menu of services for all your business needs
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Greater peace of mind without losing ownership of the business
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Owners can focus less on admin and more on key clients as well as developing their advisers
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Option to access the network services with a limited number of clients
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Option to have inactive clients serviced by Just Service Global
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Option to become licensed under Just Service Global
The Just Service business model has been structured to cater for various levels of engagement with IFA’s, including those with large client bases they cannot service.
Our services are provided via our proprietary technology - Jenius Platform
The Jenius Platform Dashboard
Service
Delivery
View all client monthly portfolio valuations, along with practical information like portfolio movements over the last six months and current holdings
Model portfolios for all offshore insurance companies and open architecture
Breaking news updates
"Touch Point"
Contact Management
All information at your fingertips anytime, anyplace, anywhere - mobile app
Capturing all contact history with each client and reporting in chronological order
Greater client engagement
Greater share of client wallet
Higher capital value of business
Recurring Revenue Management
Business overview including AUM, expected income/received income, earnings as percentage of AUM, number of clients and number of plans
Automated Portfolio Review
View all client's portfolios along with notifications and alerts
Model portfolios for all offshore insurance companies and open architecture
Ability to rebalance or move portfolios to model portfolios
About Us
Phil Neilson
CEO
Phil has been involved in the Financial services industry for over 30 years. He has been on the Executive Management Board of Colonial New Zealand - second largest insurance company in New Zealand.
Upon his arrival In Hong Kong in 2002, he established ING Financial Planning and the first mutual fund "wrap" platform. He has been an industry consultant to organisations including the Securities and Futures Commission, Manulife Hong Kong, Sun Life Hong Kong and J Safra Sarasin Private Bank. Phil was an Independent Non-Executive Director of AIG United Guaranty Insurance (Asia) Ltd and also the Chairman of the audit committee for 5 years until 2013.
He has held many community positions of responsibility including, until recently, the Chairman of Variety the Children's Charity of Hong Kong.
Support Team
We have offices in Hong Kong and Kuala Lumpur to support our partnership network.
What People Say
Roger, IFA Owner
Ben, IFA Owner
Ben, IFA Owner
Dubai, UAE
Roger, IFA Owner
"10 years ago I had 15 advisers and now I have 2. I partnered with Just Service to improve our service to my client base. I no longer have any administration and have more time to focus on my key clients -plus my recurring income keeps going up!"
Kuala Lumpur, Malaysia
"I knew I would need a technology partner but did not realize the full benefits of partnering with Just Service. As a result of using their platform, I have tripled my advisory fee income. I should have done this years ago."
Dubai, UAE
Ben, IFA Owner
"Until I was introduced to Just Service I thought my business was not worth a lot of money and I would be lucky to sell it at all in the future. I needed both a licensed umbrella as well as someone with a back-office platform to take away my administration worries. Just Service Global has provided a full package of services including managing my recurring revenues-I finally have more time to play golf!"
Bangkok, Thailand
Trevor, IFA Owner
Our Trusted Partners
