Ready to reshape the future of your business?
Discover how we deliver innovative solutions to help you scale up.
Our Solutions
Transformative
Business Coaches
Our business mentors will guide you towards
enduring success.
Our Solutions
Experienced
Speakers
Our speakers bring a depth of knowledge and
deliver rich content tailored to your audience.
Our Solutions
Practice Manager
Training Program
Boost your career in financial planning practice
support with Australia’s only training course for
Practice Managers.
OUR SOLUTIONS
Outsourcing Growth Strategies
Blending deep industry knowledge with proven process and systems, we deliver cost-effective outsourcing solutions tailored to your specific needs.
Enabling Growth for Australian Financial Businesses
In this ever-changing world, companies need to think fast and stay agile. With experience across the financial service industry, only VBP helps clients create strategies that come not just from knowing, but from the know-how of doing.
If you’re seeking help from expert strategists who are well connected and know the business of financial advice backwards, contact us for a discovery call.
OUR SOLUTIONS
Technology
We can help you take advantage of technological advancement to stay on top of the game while minimising security risks that come with new technology.
Not ready yet to become our partner?
Does your business operate on industry best practices?
Download our Best Practice Metrics to see where you’re at.
Download our Best Practice Metrics to see where you’re at.
Unlock Efficiency:
Transform Your Financial Advice Process Today!
Transform Your Financial Advice Process Today!
Is admin work taking time away from your clients and planning? Are you struggling to balance essential client interactions with endless paperwork?
Discover how our Advice Process Checklist shows which steps can be outsourced, helping you cut costs and focus on what you do best.
Do you want to reduce the cost to service clients?
Here’s how we deliver.
Here’s how we deliver.
How We Help You Grow
Make the right choice – invest in the best people
Australian-trained Accountant
Our Global Accounting Team will help you build capacity and free up time.
Moving accounting roles to the Philippines can save your business up to 70% of the cost off the traditional staffing roles
Moving accounting roles to the Philippines can save your business up to 70% of the cost off the traditional staffing roles
Bookkeeper
Free up your onshore team with outsourced bookkeeping professionals
Get ahead of your invoicing, reconciliation and payroll tasks by providing quick turnaround for day-to-day administration and bookkeeping tasks with high-quality results.
Get ahead of your invoicing, reconciliation and payroll tasks by providing quick turnaround for day-to-day administration and bookkeeping tasks with high-quality results.
Financial Planning Assistant
Financial Planning Assistants will help you save on operating costs by performing data entry projects, administrative tasks and form preparation and lodgement.
Australian-trained Accountant
Our Global Accounting Team will help you build capacity and free up time.
Moving accounting roles to the Philippines can save your business up to 70% of the cost off the traditional staffing roles
Moving accounting roles to the Philippines can save your business up to 70% of the cost off the traditional staffing roles
Bookkeeper
Free up your onshore team with outsourced bookkeeping professionals
Get ahead of your invoicing, reconciliation and payroll tasks by providing quick turnaround for day-to-day administration and bookkeeping tasks with high-quality results.
Get ahead of your invoicing, reconciliation and payroll tasks by providing quick turnaround for day-to-day administration and bookkeeping tasks with high-quality results.
Financial Planning Assistant
Financial Planning Assistants will help you save on operating costs by performing data entry projects, administrative tasks and form preparation and lodgement.
Mortgage Broking Assistant
Your Mortgage Broking Assistant will ensure high-quality output by working alongside mortgage brokers on administrative and servicing and lodgements tasks.
Paraplanner
We provide accurate, cost-effective, and timely advice production specialists who understand the complexities around delivering advice and have in-depth training in Australian Financial services
Specialised Roles
Our team also offers tailored solutions to support you as you scale up your business
Mortgage Broking
Our Mortgage Broking Assistants ensure high-quality output by working alongside mortgage brokers on administrative and servicing and lodgements tasks.
Paraplanning
Our Paraplanners help you increase practice profitability by assisting you in accomplishing administrative, reporting , and data analysis tasks.
Specialised Roles
Our team also offers tailored solutions to support you as you scale up your business
Mortgage Broking Assistant
Your Mortgage Broking Assistant will ensure high-quality output by working alongside mortgage brokers on administrative and servicing and lodgements tasks.
Paraplanner
We provide accurate, cost-effective, and timely advice production specialists who understand the complexities around delivering advice and have in-depth training in Australian Financial services
Our Valued Clients
Check out what our proud clients have to say
We are proud of the journey we have with our valued clients
“What is important to us is creating a global team that does things together regardless of location.
We don’t want them just to feel like a VBP employee but also they’re part of the Blueprint team as well.
”
Bree Stevens
General Manager,
Blueprint Wealth
“A shout-out to VBP! We are grateful to have partnered with VBP because it allowed us to bring people into our business, train them, and utilise them to improve and streamline our process.”
Brad Rogers
Financial Planner & Business Owner,
WealthShore
“Nothing is too big or small and we are so appreciative of being partnered with a business that is genuinely interested in partnering with us for growth and the next phase of our business.”
Belinda Marley Wallace
Head of Operations and Compliance,
Evalesco Financial
“Having an offshore team member has allowed me to concentrate on what I get paid for and increase my efficiency levels by 60%. This has allowed me to increase business profitability.”
Ray Albrighton
Head of Financial Planning,
Private Wealth Partners
Listen to their stories
Play Video
Scaling Made Easier with Outsourcing
Listen to David as he shares what makes VBP stand out from other providers and how our partnership has helped Invest Blue grow sustainably.
Play Video
VBP: More than An Outsourcing Partner
Kristina Low, Head of Advice, BlueRock
Learn how we’ve become growth partners through the years from Kristina of BlueRock.
Play Video
How VBP is a wonderful growth partner
Callum Wares, Financial Adviser, Adviserfp
Watch Callum share how our partnership has added value to AdviserFP.
Why VBP?
Cost-effective
We take care of hiring, training, and supporting the best talent so you can invest your time and money in your business priorities.
People-first approach
We focus on building value for our people and clients, and create solutions with your needs in mind.
Technology Innovation
We help you get ahead of your competitors and boost growth through a secure collaboration between human and artificial intelligence.
Information Security
We protect your clients’ data and privacy through an established Information Security Management System that exceeds industry standards