Financial Planning Assistant
More time with clients, less time on admin. We will take care of it.
Falling behind on file notes and review packs? Reclaim your time with a trained financial planning VA who keeps your back office running so you can stay in front of your clients.
What is a Financial Planning VA?
A financial planning virtual assistant is a skilled remote team member based in the Philippines who supports the admin behind a busy advice practice. From client servicing and file notes to research and review preparation, they keep everything organised so your planner can focus on advice and relationships.
What does a Financial Planning VA do?
Your financial planning VA takes the time-consuming admin off your plate so nothing falls behind. Here is how they can help.
Book a Discovery MeetingResponsibilities
- Client servicing and communication support
- Preparing file notes and meeting summaries
- Data entry and maintaining client records
- Research on existing products and providers
- Preparing quotes, applications, and review packs
- Implementation support and provider follow ups
- Managing your CRM and workflow
- Preparing compliance documentation
- Scheduling reviews and client appointments
- General administration to keep the practice running
Why a Koruna Financial Planning VA
Trained in financial planning processes before they reach you
ISO 27001 certified processes that keep client data secure
Australian registered partner that understands your obligations
Ongoing support, not a one and done placement
A reliable extra set of hands as your client base grows
Our Wins
Real results for Real businesses
The best measure of our work is what it does for our clients
Book a Discovery MeetingMarielle has been amazing for me over the last 3 years. Taken a lot of the stress and admin burden away from me for sure.
Work quality is of a very high standard, and I would not be able to run my business confidently without her.
I appreciate her and value her more than I can express in an email.
Lee Wisniewski
Fidget Finance
The proof in the results
Some of our clients have grown a team of more than ten VAs. With the back office handled, they have been able to:
Build Your KA Team- Spend more time with clients and less on admin
- Keep reviews and compliance on track
- Prepare advice and review packs faster
- Free up their planners for higher value work
- Grow the practice with confidence
Frequently Asked Questions
Can a VA handle compliance sensitive work?
Yes. Your VA is trained in the documentation and file standards your industry requires, and our ISO 27001 certification means client data is handled to a recognised international security standard.
Do I have to hand over my whole back office?
Not at all. You choose what to delegate, from a few recurring tasks through to full back office support, and you stay in control the whole way.
Is my client data safe?
Absolutely. We are ISO 27001 certified, use secure credential management, and apply controlled access to your systems, so sensitive client information is protected at all times.