What They Have to Say
Client Success Stories
Client Success Stories
What They Have to Say
Scaling New Heights of Success
In 2013, we began with a mission to build lasting relationships and help out various financial services firms across Australia scale and thrive in the industry.
More than a decade after, we are now one of the leading go-to growth partners of Australian financial businesses that aim to grow and level up in the *industry’s ever changing landscape. And along the way, we have witnessed our clients and partners achieve momentous feats. Learn how VBP supported them through success.
“Sue’s unparalleled expertise in the financial services industry effortlessly navigated legislative challenges, transforming our business. With her recommendations, client satisfaction soared through revamped service agreements, and our team thrived with updated KPIs and job descriptions. A true catalyst for positive change!”
Phil Alvaro
Senior Financial Planner/Partner,
Byfields Wealth Management
Byfields Wealth Management
“I’ve had the good fortune to have Sue as a coach and mentor for a while. Her expertise, coupled with her ability to develop actionable roadmaps, makes her an invaluable resource. Her publication ‘Worth Paying For’ showcases her remarkable problem-solving skills.”
Wayne Leggett
Director, Certified Financial Planner, Paramount Financial Solutions
“Recently FASEA certified, I tasked Graham Burnard with an ambitious goal: reshaping my financial planning practice in three months. Through strategic moves like CRM integration, a virtual assistant, compliance document revamp, and tech upgrades, we triumphed, adopting Graham’s ‘one mouthful at a time’ method. His guidance was the key to our success.”
Patricia Howard
Patricia Howard Financial Planning
Sue’s unparalleled expertise in the financial services industry effortlessly navigated legislative challenges, transforming our business. With her recommendations, client satisfaction soared through revamped service agreements, and our team thrived with updated KPIs and job descriptions. A true catalyst for positive change!”
Phil Alvaro
Senior Financial Planner/Partner,
Byfields Wealth Management
Byfields Wealth Management
“I’ve had the good fortune to have Sue as a coach and mentor for a while. Her expertise, coupled with her ability to develop actionable roadmaps, makes her an invaluable resource. Her publication ‘Worth Paying For’ showcases her remarkable problem-solving skills.”
Wayne Leggett
Director, Certified Financial Planner, Paramount Financial Solutions
“Recently FASEA certified, I tasked Graham Burnard with an ambitious goal: reshaping my financial planning practice in three months. Through strategic moves like CRM integration, a virtual assistant, compliance document revamp, and tech upgrades, we triumphed, adopting Graham’s ‘one mouthful at a time’ method. His guidance was the key to our success.”
Patricia Howard
Patricia Howard Financial Planning
“Our team’s growth aligns with individual career aspirations. Within VBP, we provide diverse challenges for team members, eliminating the need for them to seek opportunities elsewhere. As our team expands, so do their career paths.”
Bree Stevens
General Manager, Blueprint Wealth
“VBP’s team members in the Philippines have been instrumental and fantastic. Thanks to VBP’s role in standardizing our handover process, our client numbers per advisor increased by 40%, boosting revenue without hiring more team members. Doing more with less time – the system works.”
Gil Gordon
Managing Director, RI Newcastle
and Lower Hunter
and Lower Hunter
“Our long-standing partnership with VBP brings immense joy. The 4-5 years of collaboration have filled our team with gratitude. The happy faces on their website reflect the positive impact of this awesome relationship.”
Belinda Marley Wallace
Head of Operations and Compliance,
Evalesco Financial
Evalesco Financial
Read Case Studies
VBP by the Numbers
1200+
Team Members
260+
Happy Clients
88%
Team Member Satisfaction Rate
VBP by the Numbers
1200+
Team Members
260+
Happy Clients
75.82%
Team Member Referrals
75.82%
Team Member Referrals
Client Feedback
Listen to their stories
Play Video
Scaling Made Easier with Outsourcing
David Stephen, Managing Director of Invest Blue
Listen to David as he shares what makes VBP stand out from other providers and how our partnership has helped Invest Blue grow sustainably.
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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
Why Infinity Continues to Trust VBP
Tim Benson, Managing Director of Infinity Financial Consultants
Watch and know why Infinity continues to forge on with its partnership with VBP from Managing Director Tim Benson.
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How VBP is a wonderful growth partner
Callum Wares, Financial Adviser, Adviserfp
Watch Callum share how our partnership has added value to AdviserFP.
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