Ready to streamline
your Firm?
Our Financial Planning Assistants are trained to increase your process efficiency
Ready to streamline
your Firm?

Our Financial Planning Assistants are trained to increase your process efficiency

We are industry leaders in the Australian advice landscape, creating solutions to help your business grow.
Ready to alleviate your firm from
time-consuming admin tasks?
Ready to alleviate your firm from time-consuming admin tasks?
Here’s how our Financial Planning Assistant can assist you.
Here’s how our Financial Planning Assistant can assist you.

Data Entry

Summarize client details, set files and add data to the financial planning software.

Expert Administrative Support ​

Handle daily admin tasks so you can focus on building value for your clients.

Complete High-Quality Product Research​

Ensure accurate and up-to-date product information and fact-finding documents.

File Management with CRM System

Keep your data such as clients and potential clients’ contact information and interactions up to date.

Compliance Checklist

Make sure that the company is adherence to government regulations, industry standards, and the its own policies.

Forms Preparation and Implementation

Prepare and implement supporting forms such as beneficiary nominations and rollover forms.

Supporting Docs Follow Up

Submit application forms and following up on applications, insurance, underwriting, medicals, etc.

Requests Preparation and Implementation

Ensure that insurance alteration requests are prepared and implemented.

Data Entry

Summarize client details, set files and add data to the financial planning software.

Expert Administrative Support ​

Handle daily admin tasks so you can focus on building value for your clients.

Complete High-Quality Product Research​

Ensure accurate and up-to-date product information and fact-finding documents.

File Management with CRM System

Keep your data such as clients and potential clients’ contact information and interactions up to date.

Compliance Checklist

We train our Financial Planning Assistants to Make sure that the company is adherence to government regulations, industry standards, and the its own policies.

Forms Preparation and Implementation

Prepare and implement supporting forms such as beneficiary nominations and rollover forms.

Supporting Docs Follow Up

Submit application forms and following up on applications, insurance, underwriting, medicals, etc.

Requests Preparation and Implementation

Ensure that insurance alteration requests are prepared and implemented.
Why Choose VBP
We’re Your Go-To Growth Partner

Up-to-date and comprehensive systems are in place to continue our commitment to safeguard your business data and systems.

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We work with you to manage your team, investing in ongoing development, technology, and added capabilities to support your team.

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As growth partners, we understand your business needs so we tailor our services and solutions to meet them.

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Check out
what our clients
have to say.

Insights

Interested in taking your business to the next level?

We are trusted growth partners.