Your private
chief of staff

When a number moves

Every statement is read as it arrives and set against last year. When something has changed and nobody told you, an assistant takes it up with whoever sent it and stays on it until there is an answer.

The refund nobody chased

A duplicate charge, a fee that should have been waived, a cancellation that kept billing. Found in the statements, then followed through the calls and the forms by a person.

Tax time, already packed

Receipts, statements and invoices read and structured through the year. Your accountant starts from the full picture instead of a folder of photographs, so you pay for advice rather than for assembly.

When it needs a professional

Vaile never advises on your money and never compares products. What it does is get the specialist on the phone with your file already in front of them, so the meeting starts at the question.

Getting the appointment

Paediatric waitlists run months and the early slots go first. An assistant takes the referral, gets them on the list and takes the appointment that misses the least school.

Securing your spot

Holiday care and music exam entries close months before anyone is thinking about them. Vaile holds the date, an assistant fills the form and pays it on the morning it opens.

Registered before the season

Sport rego, the fees and a uniform in the size they are now. Done in the week the club asks rather than the week before the first game.

The start of term, already done

Booklists, name labels and the shoe fitting. Ordered and booked ahead of the rush, so the last weekend is just a weekend.

The renewals that slip

Rates, insurance, registrations and memberships. Flagged before the date, then renewed by an assistant who makes the call when a form is not enough.

Whoever has to be called

The specialist, the referral and the follow-up. The bank, the fund and forty minutes of hold music. Done for them, with their permission, by someone who already has the paperwork open.

Travelling more than you are

Passports and visas checked against the dates, the insurance declaration filled in properly, transfers booked and prescriptions filled before they go.

In order, not in shoeboxes

Every policy, statement and certificate in one place, so finding something is a question rather than an afternoon. A downsize or a new provider changes the address, not the record.

Boarding, booked with the flights

Kennels and catteries fill first in the school holidays and will not take an animal whose vaccinations have lapsed. Vaile holds both dates, an assistant books the stay when the trip goes in.

The claim nobody submits

Pet cover has an annual limit that resets whether you use it or not, and a form nobody enjoys. The vet invoice is read on arrival and an assistant lodges the claim and follows it up.

Boosters, worming and the check-up

The annual vaccination, the six monthly treatments and the visit that gets put off. Booked before the reminder card goes up on the fridge.

Registration and the microchip

Council registration renews every year and a microchip is only worth having while the details are current. Updated when you move, paid before the date.