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Outsourcing Case Study with Situate Finance

Lisa recently sat down with Angelo, Co-Founder of Situate Finance, to discuss his outsourcing journey and the transformative impact it’s had on his business. From reclaiming precious hours to deepening team connections, Angelo shares honest insights on the realities and rewards of outsourcing with Affordable Staff.

 

The Challenge: Wearing Too Many Hats

When Situate Finance first explored outsourcing, Angelo had reached a common crossroads. Growth was good, but capacity was stretched.

“I was doing a lot of admin-heavy items, working late into the night just to stay on top of basic but essential tasks,” Angelo recalls. “I was pulled away from finding new business and actually working on the business itself.”

The demand on his time had become unsustainable, especially as the brokerage matured. Like many business owners, Angelo needed to reclaim his focus and invest energy where it mattered most: growth and client service.

The Goal: Freeing Time to Scale Strategically

The decision to outsource wasn’t just about reducing admin. It was a strategic move to enable scale.

“The goal was to bring on a team member who could take those repetitive tasks off my plate so I could work on the business, not just in it,” says Angelo.

From ordering valuations to managing documentation and pricing workflows, the support from Affordable Staff has enabled Situate Finance to standardise and streamline its back office, giving Angelo and his team room to grow without burning out.

Why Affordable Staff?

With so many outsourcing providers in the market, what made Affordable Staff stand out?

“It was the onboarding process and the structure they had in place,” Angelo explains. “They had a great presence in the industry, and when I compared them to other providers, the decision was easy.”

He found that Affordable Staff offered not just people, but also systems, transparency, and support. These were key ingredients that instilled confidence right from the start.

Lessons in Leadership: People vs. Process

Angelo also offered practical advice to others considering outsourcing:

“You need to be clear on what you want and invest time in your processes. Whether someone is next to you or thousands of kilometres away, treat training and communication the same way.”

He believes success comes down to two things: people or processes.

“If someone’s trying their best and it’s still not working, it’s probably your process. You can’t blame outsourcing if you haven’t clearly outlined how to succeed.”

This mindset has helped Situate build a strong foundation with their offshore team member and cultivate a results-driven partnership.

Visiting the Philippines Office: The Power of Being There

Angelo recently made the trip to visit Affordable Staff’s Philippines office and the experience exceeded expectations.

“What stood out immediately was the team environment, the infrastructure, the culture. You can sense a family spirit across all levels, from leadership to staff.”

From office amenities to security, and even unique features like a karaoke room and in-house nurse, Angelo was struck by the genuine care invested in the workplace.

One standout moment was visiting the Path Academy, Affordable Staff’s training ground for candidates before they join client teams.

“I didn’t realise the scale and structure until I saw it. The systems in place, the training, the focus on community. This isn’t just outsourcing. It’s building careers and changing lives.”

The Human Element: More Than Just a Screen

Beyond the systems and support, the visit deepened Angelo’s connection with his remote team.

“It’s changed the relationship we have with our team. We’re no longer just faces on a screen. We’re part of something bigger.”

He also joined the launch of OZBALL, a community-driven sports event, and witnessed firsthand the energy and culture that Affordable Staff fosters.

“It was on a Sunday, and people were genuinely excited to be there. You can’t fake that kind of energy.”

Final Thoughts: Worth the Trip, Every Time

For other clients considering a visit, Angelo offers this:

“Just do it. You’ll come back with insights, clarity, and a stronger relationship with your team. I came with no expectations and left feeling inspired and connected.”

Looking to Learn More?

If you’re curious about how outsourcing could work for your business or want to explore how Affordable Staff can support your growth, chat to our friendly team today. We’re here to help you create more time, build stronger systems, and scale with confidence.

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