Who We Are

A better way to do business.

Expand was started because we believe there is a better way to run a business. More efficient, more profitable, more focused. This is the core of the Expand Smart Support Model.

We center on providing Financial Advisers and their practices with “pay as you grow” virtual resources through onshore, industry experienced administrative staff.

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Think of us like your virtual back office.

The key benefits our clients are seeing include;

Creating more time for Advisers to spend with clients

Managing variable workloads during busy and quiet periods by having access to unlimited administration resources

Freeing up capacity for you and your staff to work on ‘high value’ tasks

Controling cash flow by reducing fixed costs

Maximising time by reducing management responsibilities

Growing your business without having to increase your staff numbers or overhead costs

Developed by Industry Experts.

Expand was founded and is still run by industry experts who have a deep understanding of process and business operations. We have solidified decades of knowledge into a simple and effective model that businesses can quickly and easily tap into, to maximise their operations. The result? A more efficient and focused organisation.

We tailor our services to your business requirements. In short, we do things the way you want them done, just like you would have your internal staff do them.

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Who to contact for a chat.

Amanda Marshall

Operations Manager

Amanda has over 20 years’ experience in the financial services industry and has been working with Expand since 2016. Amanda knows outsourcing and her talent is building processes that seamlessly work in your businesses existing processes and infrastructure.

She is dedicated to ensuring the Expand administration team deliver a high standard of service to our clients. She enjoys getting to know your business and working with you and your team to deliver efficient outcomes for you and your business.

Liz Farrell

CEO

With over 20 years’ experience in financial services ranging from running advice businesses through to roles in large corporates, Liz understands all the different moving parts within a business. She is passionate about helping businesses grow and run a smooth efficient business.

This passion has led Liz to run Expand to provide smart support solutions to businesses to enable them to focus on the parts of their business where they can make the biggest impact knowing that the rest is taken care of.

What our clients say

I had used Expand in my sole practitioner practice for many years, updating insurance records and obtaining fund and insurance research. Since merging my practice with a much larger firm, we have re-engaged Expand to conduct further work and provide assistance. The interactions are smooth and speedy, with Expand very easy to interact with and taking some load off our customer service officers. I’d recommend other practitioners who are looking for some additional administrative assistance to utilise the services on offer from Expand.

Luke Buttersfield

I’ve had the great benefit of working with Expand as part of our business. I’ve thoroughly enjoyed the experience and would highly recommend their services. As a sales professional time is always hard to find and the Expand team have been great working with me to book a large number of my client appointments. Importantly by being able to be a regular user of their services, I’d had the pleasure of working with a few consultants, more recently Anne who has been booking my meetings for the past couple of years. As such she has built up a rapport with my clients who now expect and look forward to her call and personal touch. Well done Expand and Anne, you make my job so much easier!

David Crawford

I have been working with Expand for over five years. Expand were recommended to me by two different financial service providers when my business was desperately needing additional system support. I was sceptical at first but once the service delivery commenced, Expand’s focus on important client maintenance: Fee Disclosure Statements, insurance reviews and file notes allowed me to focus on other aspects of my business with confidence & peace of mind. Even though Expand operate remotely, they are like having an extra person (or two) in the office to help when you need it. You and your business can only benefit from using their reliable services.