Working with Beyond Planning
Running a financial planning practice can be a juggle — clients, compliance, business growth, and everything in between. At Beyond Planning, our role is to make things lighter, smoother, and easier. We slot into your business quietly and confidently, keeping your advice production moving so you can focus on what you do best.
1. Share What You Have
Send through your file note, fact find, and supporting documents — by email, shared drive, or securely via your CRM. If system access is needed, we’ll handle it safely through 1Password or your preferred password manager.
2. We Confirm the Details
You’ll receive a short summary confirming the advice scope and strategies, inclusions, cost, and timeframe. It’s our way of making sure we’re fully aligned before we start — no surprises.
3. We Build the Advice
We prepare the advice in line with your preferences, templates, and tone. If anything needs clarification or additional modelling, we’ll check in before progressing to the full draft.
4. Review, Refine, Finalise
Your completed documents are shared securely for review. Tweaks and refinements are typically turned around within one business day, so you can keep things moving.
Starting Our Partnership
- Shared access: Use your preferred cloud system, or we can set up a secure OneDrive folder.
- Consistency: Share a few recent advice examples or templates so we match your brand and style.
- System setup: We can work in your CRM or ours — whatever keeps your process simplest.
Why Advisers Choose Beyond Planning
Working with us feels easy. We communicate clearly, adapt quickly, and produce quality advice you can trust. Think of us as the extra pair of hands (and brains) behind your practice — the ones who make your advice process feel calm, organised, and under control.
Beyond Planning 