Virtual Admin and management services for financial planners

Tackling your business admin, creating happy clients and keeping you compliant.

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Financial Planner
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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. 

 

Specialist admin and management services for financial planners

Running a soloist financial planning business is hard work. You’re not only looking after the financial needs of your clients, but you’re acting as receptionist, marketer, administration and coffee fetcher!

And it’s not like you can ignore financial paperwork. It needs to be completed correctly to achieve the best outcomes for your clients.

You also need to make sure you’re meeting all your compliance regulations to continue trading as a reputable business.

If you’ve reached the point of no longer being able to do it all alone, but you’re working from a home office (or shared space) and can’t afford an employee, having a virtual assistant on your team is what you need.

Imagine:

  • Not wasting any more time on office admin and booking in more clients instead
  • Not preparing plans by having your assistant type them up
  • Not worrying about your compliance regulations, knowing your assistant is keeping you up to date.

Our team of virtual assistants and receptionists are experts in the financial planning field, having previously worked with financial planners and knowing what it takes to run your business.

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Here’s a sample of our specialist services for financial planners

  • Lodgement of applications and follow up to completion
  • Office organisation and office ‘babysitting’ while you’re on holidays or ill
  • Review implementation
  • SoA organisation for paraplanner
  • SoA proofreading
  • Social media management
  • Staff training and more …
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What our clients
are saying about us

Sean Garvan - Garvan Financial Planning (Cairns)

Paula and her Team are one of my most valued resources. I run a 100% outsourced business in that I do not employ any direct staff, and Paula’s specific financial planning client services experience combined with clear and simple pricing for her services, means that I can support and service a significantly larger client base than if I was handling all of the client services work myself. I am also able to only pay for the time spent when tasks are actually being worked on/completed, as opposed to having a full-time salaried staff member sitting idle and costing me money. The engagement is clear and transparent with excellent time tracking and reporting, and the ability to ‘prepay’ for blocks of hours is helpful for managing cash flow. I highly recommend Paula’s team to any business that would prefer not to have the hassle of a full-time office staff member, and have a simple and professional engagement that delivers great efficiency and results.

Rhian - Healthy Mummy

I wanted to send you a big thank you for all of your hard work over the years.  You have been a really important part of the growth of The Healthy Mummy and have worked tirelessly to ensure customers have been looked after every step of the way.  Your help with the set up of our system and developing our customer service processes have been critical to the evolvement of our customer service. Thank you so much for all of your help and for supporting us throughout.  Your loyalty and commitment has been invaluable. 

Beth Oxley - Marketing Manager, Sesame Lane Care & Kindergarten

We recently invited Paula Burgess as a guest speaker at a parenting workshop held at Sesame Lane Care & Kindergarten. I believe a successful parenting workshop is measured by attendees walking away having learnt what they expected to and with strategies they can implement to make their families lives happier. I must say that Paula certainly delivered on these expectations and more. Paula is a knowledgeable, personable and a confident presenter and coach. We look forward to working with Paula again, both for parent and educator training and support. Thank you Paula!

Testimonial

I really appreciate your work. Thank you for your professionalism and friendly support.

Dr Jessica Cooke – Mindwell Psychology

Grown to the point where you deserve admin help?

If you’re sick of trying to do it all yourself, and you’ve built a thriving business, then you deserve the time and focus for your own business  led by your business admin to our highly skilled team. Contact us today for your obligation-free consult