What They Have to Say
Client Success Stories
For more than a decade, VBP has been committed to helping financial services firms across Australia achieve remarkable growth and success. Through tailored solutions and an unwavering dedication to excellence, we’ve built lasting relationships that stand the test of time.
Our journey with clients has always been about more than just business; it’s about partnership, trust, and shared victories. We value the strong bonds we’ve formed and continue to nurture these relationships, enabling us to support and celebrate the continued achievements of our clients.
Success in Their Words
Client Testimonials
8 Videos
A True Partner for Innovation
Emily Blanch, Chief Product Officer of Ensombl
Emily shares how VBP’s dedicated team has become the engine room behind Ensombl’s operations, driving innovation and efficiency – making them true partners for growth.
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.
Growing with Agility and Support
Todd Synon, Head of Operations of Partners Wealth Group (PWG)
Todd explains how VBP’s agility and exceptional support have enabled PWG to expand sustainably in a fast-paced industry.
Nurturing Growth through Outsourcing
Sarah Stein, Head of Bookkeeping at Blackwood Advisory
Sarah reflects on her seamless onboarding experience with VBP and how our partnership empowered her to build her team in a cost-effective and efficient way.
Streamlining Success through Outsourcing
Matthew Yates, Luke Buttersfield, and Phil Alvaro of Byfields Wealth Management
The team from Byfields Wealth Management discusses how VBP’s outsourcing solutions have streamlined their processes, resulting in time and cost savings and greater business efficiency.
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.
How VBP is a wonderful growth partner
Callum Wares, Financial Adviser, Adviserfp
Watch Callum share how our partnership has added value to AdviserFP.
VBP by the Numbers
1200+
Team Members
260+
Happy Clients
88%
Team Member Satisfaction Rate
“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
“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
“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
Senior Paraplanner, 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
“Lana worked with us for two years as a knowledgeable strategic coach who just seems to be across all the important aspects of running a successful advice business. The massive business transformation that we have successfully undertaken would’ve been very difficult without her support and specialist knowledge.”
Wayne Leggett
Director, Certified Financial Planner, Paramount Financial Solutions
“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
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