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Driving Optimal Efficiency

for Financial Planning Businesses

By building a BUSINESS SYSTEM clean data is collected, procedures get followed, ideal clients get identified and metrics become management reports.

Your Team Works Smarter, Boosting Productivity with Time Savings

Your back office becomes a process, your staff continuously improve the process, and your small business decisions are made on purpose.

Driving Client Success with Systems and Data

Achieve predictable outcomes by pushing clean and complete data through your business systems.

business software for financial planners

Eliminate Errors

We will provide the templates and tools so that your business achieves operational efficiency.

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Less Stress

Your working environment becomes supportive and rewarding.

business system and compliance audit for financial planners

Attract Ideal Clients

Every growth and efficiency activity follows a step-by-step guide. Scaling up enhances your growth and increases your profits.

Earn FAAA CPD Points

By completing our

Mastering Systems in a Financial Planning Business

Online Course

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Discover Our Services

With a range available to meet your requirements and budget. As little as $330 through to a full business coaching program.

business systems and coaching program for financial planners

Our Online Course

Mastering Systems in a
Financial Planning Business​

Building a Business System Image

Coaching and Online Course

Mastering Systems with Personal Coaching

earn faaa cpd points for financial planners

Back Office Full Consulting Service

business coach for financial planners

Board Of Advice

Kind Words From Past Clients

We also use Xplan in our practise and the BOH team are absolute experts on this platform – we improved the depth and quality of our data in Xplan and this in turn meant greater efficiency in our operations because we could pass on menial and repetitive tasks to our outsourcing partner.

Their business valuation calculator showed a material increase in just over 12 months of the enterprise value of my practice.

I would recommend Back Office Hero to anyone who wants to improve their practice efficiencies and thereby make a material improvement to their profitability.


Mark Lewin ran his own financial planning practice, so immediately he understood our issues and offered actual solutions. The BOH team was then able to fine‐tune our existing Xplan based procedures and test them with our outsourcing partner. Both the fine tuning and testing process saved us many hours of work and improved our efficiency.

If you are looking to renovate your practice to improve efficiencies, I would recommend Back Office Hero.

Penny CFP® Dip FP

Back Office Hero achieved everything they set out to do, their support lifted a huge weight off my shoulders, and they helped me sell the business at the right valuation leaving me to enter retirement with the satisfaction of knowing I achieved the best outcome.

Mark and Chris were extremely efficient to deal with.

Thank you again Back Office Hero.


Have you ever encountered a business partner who not only understands your needs but goes the extra mile to ensure your growth and success? I'm thrilled to share my remarkable experience with a true game-changer in the realm of business coaching - Back Office Hero. Their unwavering commitment to efficiency, support, and innovation has undeniably propelled my business to unprecedented heights.



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Complete our quiz and see how you score. 

back office hero helps with online systems and procedures for financial planning businesses

Are you ready to systemise your business?

Then please complete the below form and we will be in touch.