• Contact Us Today!

    1300 66 75 35  info@beyondthemaze.com.au

  • Financial Planners

  • How would you like to save at least 10 hours per week and see more clients, earn more money or just simply have more time to yourself?

    If so, then I read on.

    Do you feel like you are just getting overloaded with paperwork?
    Do you want to grow your business but just don’t have the time to take on more clients?
    Do you want to spend more time enjoying your spare time rather than working in your business?

    There is a solution to these questions and that is outsourcing.

    How does hiring a fully qualified assistant without the cost of full-time wages sound?

    I specialise in assisting financial planners in systemising their business to give you back your time.  You can use this time to build your business by seeing more clients or just take time off to enjoy the things you love doing.

    With 10 years’ experience in the industry and a holder of a Bachelor of Business (Financial Planning), and a staff member with 8 years’ experience in the industry, we can provide this assistance.

    Administration services, including implementing processes are offered. This will see your office running smoothly, from the initial contact with the client, to finalising the recommendations. We have a small team of experienced assistants ensuring there will always be two team members available who understand your requirements. This is where we differ from other Virtual Assistant services in the market as you will never have to worry about someone being sick or on holidays again.

    Some of the services we can offer (but not limited to) are:

    • Appointment Setting & Confirmation (no cold calling)
    • Review implementation
    • Lodgement of applications
    • Follow up lodgements to completion
    • General administration Services
    • Social Media Management
    • Travel Arrangements
    • Office Organisation
    • Staff Training
    • Office ‘Babysitting’ while on holidays or ill.

    Outsourcing gives you the convenience of having a virtual staff member without the overheads of having a staff member.

    Contact us to discuss how we can assist you in your business.