Virtual Admin and management services for financial planners

Hi there. 

My name is Paula and I am the founder and owner of Beyond The Maze. 

We are a virtual assistant and online business management practice based in the north of Brisbane. 

You may have landed here because you are a financial planner and you’re finding that you’re just getting snowed under with admin or maybe you’ve already got an admin team member who is snowed under with admin herself or himself. 

This is where someone like a virtual assistant can help you with that. 

We are experienced in the financial planning space myself included, have a background of over 10 years and we have two other staff members who are experienced with financial planning as well. Combined we have over 20 years experience in the financial planning industry.  

It’s a good alternative to being able to use someone in Australia who can help you with your back office admin. 

But what sort of things do we do? 

What we can do for financial planners is everything except the paraplanning. 

It’s the easiest way to explain it is we don’t do any paraplanning, but we can do everything from setting the appointment right through to submitting the documentation and looking after all the reviews, we make sure that you stay compliant. 

So, when it becomes time for you to have your compliance audit, you’re not scrambling around going oh, we have to update that. 

We can help you look at certain files to make sure that everything is in place ready for your compliance audit. 

But we’re doing that as we go. 

We’re making sure your you stay compliant and everything is up to date. 

Notes are in there, review dates are done and recorded, and we make sure that things are done. If you already have an offshore team member, which a lot of our advisors do, we can help work with them and make sure that that the work is being done. 

It’s being done to the standard that is required if you were to be audited and manage that for you. 

We can work with your paraplanner to communicate with them to see where they’re at with things and help them. 

We can do things to provide them the information such as insurance comparisons, superannuation comparisons, some light projections because I know for a paraplanners generally do those heavier projections, but we can help with that those smaller projections and their insurance comparsion research, all that sort of thing that sort of falls into that admin space for you. 

We just support you and your paraplanner to make sure that everything’s ready to go and everything is submitted on the other end. 

If you’re interested in using a virtual assistant in your financial planning practice, then click on the link below and let’s have a no obligation chat about how we can help you in your business and see if we’re a good fit for you. 

I’d love to see you on a call to find out more about helping you in your business. 

I’m Paula and I’m from Beyond the Maze. 

Bye for now.