Reinvest efficiency gains into your advice practice

Most advice firms chase growth by adding headcount. Rasiah Private Wealth Management does it differently. Thabojan Rasiah and practice manager Justin Grima reinvest every operational win straight into the client experience, using a disciplined tech stack. The result is a practice that runs lean, feels personal and scales without compromise.

Why this matters to you

• Shorter prep times translate into richer, better-prepared conversations.
• Shared client timelines stop duplication and missed follow-ups.
• Bullet-proof security keeps even the most sensitive data safe.
• Efficiency gains become capital you can spend on deeper advice, not extra hires.

Quarterly sprints, not annual reviews

Traditional reviews cram everything into one overloaded meeting. Rasiah breaks the year into four focused sprints. Each sprint tackles a single domain – estate planning, investment strategy, risk or cash flow – so you and your client can go deep without distraction. Concentrating work this way keeps the team in the zone and removes context-switch drag.

“If I run estate-planning meetings all week, my thinking stays razor-sharp. Clients feel that difference.” – Thabojan Rasiah

Process first, technology second

Justin maps every step, then asks whether software can delete or speed it – never the other way round. That discipline delivers three big wins:

• Full-team visibility. A live timeline tracks every interaction, wiping out crossed wires.
• Standard prep packs. Helpers autogenerate meeting briefs from existing data, replacing the hunt through five apps.
• Structured follow-through. Action items flow into the workflow tool the moment a meeting ends.

Claras sits at the centre because it removes steps and lifts quality – the two non-negotiables in Rasiah’s tool test.

Claras: from recordings to rich file notes

Every client meeting – virtual or in-person – is recorded. Claras ingests the audio, produces a nuanced file note and highlights implied action items you might miss while typing.

What you’ll notice immediately

• Better notes, faster. No more splitting attention between typing and listening.
• Shared context. A colleague can prepare for the next meeting without replaying an hour-long recording.
• Proactive prompts. Claras surfaces future agenda items – “three months ago the client planned X; follow up today?” – turning raw data into timely nudges.

Security that satisfies the toughest clients

Rasiah services high-net-worth families, so security is table stakes. The firm runs external cyber audits and runs every new vendor through a strict data-residency and encryption check. Claras passes because it offers Australian data hosting, SOC 2 compliance and granular role controls.

Growth by service quality, not headcount

Rasiah’s goal isn’t scale for scale’s sake. Instead, each efficiency gain funds richer, more frequent conversations. That loop lets the practice grow revenue while staying lean – an approach any adviser can copy:

1. Audit the workflow. List every click between first client contact and file note. Trim, then automate.
2. Measure the dividend. Time saved should show up as added preparation or follow-up, not idle hours.
3. Re-invest relentlessly. Ask, “How does this saving improve the client’s day?” If it doesn’t, look harder.

Get started

Ready to turn your own recordings into insight, action and growth? Take Claras for a spin and see how fast AI file notes can free you to focus on advice – not admin.

Start your free Claras trial today – reclaim your time and give clients the attention they deserve.