At Beyond Planning, we’re here to make your advice process smoother, smarter, and lighter. We know how much you juggle — clients, compliance, strategy, and running a business — so our role is to take the weight off and give you more time for what truly matters.
Our mission? To be the reliable support behind your advice delivery, helping you build momentum, confidence, and the space to focus on your clients and goals.
Tailored Paraplanning & Practice Support
Whether you need help with a single advice document or ongoing paraplanning and administrative support, we adapt to fit the way your business works. From full plan construction to research, document preparation, and process management — you can trust us to deliver thoughtful, compliant, and well-presented work every time.
Our flexible structure means you can scale up or down as needed, keeping costs manageable while maintaining the consistency and quality your clients expect.
Personalised, Collaborative Service
We take the time to understand how you like to work. Every adviser and every business is different — and that’s what we love about what we do. We’re not just task-takers; we’re your sounding board, adding that bit of extra clarity and oomph behind your practice goals.
Our team is skilled across platforms like Xplan, Midwinter, AdviserLogic, and Intelliflo, and we’ll shape our systems to match yours — not the other way around.
Your Clients’ Trust is Everything
We take data security and confidentiality seriously. You can feel confident knowing your clients’ information is handled with the same care and integrity that you give your own advice.
Dependable Turnaround, Thoughtful Work
Our focus isn’t on being the fastest — it’s on being the most dependable. We keep you informed, set clear expectations, and deliver quality advice documents within a typical 4–6 business-day timeframe. If something urgent pops up, just reach out — we’ll do what we can to help.
Pricing Transparency
We keep things simple and fair:
- From $240 for single-strategy or straightforward advice
- From $380 for multi-strategy (2–3 strategies)
- Average client cost: around $510
Every piece of work is quoted individually before we start. GST not currently applicable.
Beyond Planning 