Kristel Underwood's Contact Details

Kristel Underwood's Company Details

Capacity Connection

Sydney, New South Wales, Australia • 8 Employees
Financial Services

Capacity Connection brings together a group of industry specialists with expertise in financial planning, process re-engineering and information technology. Recognising the need for efficient, precise and specialised support, and understanding the margin and capacity pressures faced by modern financial planning firms, we offer reliable, timely and cost-effective operational support throughout the financial planning process.Our Vision at Capacity Connection is to help our clients unlock capacity to achieve possibilities rather than workload.We can not only provide transactional, one-off services, but can also offer a full suite of services tailored to meet the needs of our individual clients.Established in 2012, Capacity Connection represents the commercialisation of an internal process perfected by long-serving industry specialists. With exceptional teams based in Australia, Vietnam and Malaysia, we have trained and developed business degree-qualified leaders in financial planning, mortgage broking administration and paraplanning support.Our team has a proven track-record of providing excellent support to financial advisers. They are well-trained in all facets of the advice process via multiple platforms and CRMs. Our team can adopt an adviser's existing processes and can also assist in the implementation of new processes in their business. Client information is accessed from the adviser's platform/CRM and all information is therefore maintained by the adviser.Working in a similar time-zone to Australia means our team can work with advisers in real-time. Advisers'​ working days can effectively be extended as our team's working day finishes up to 4 hours after 5pm AEST.