Interested in providing the best advice?
Our Paraplanners can supercharge your business
Interested in providing the best advice?
Our Paraplanners can supercharge your business
Our dedicated Paraplanners can be fully integrated into
your existing workflows.
Ready to reduce labor costs and hire the best talent?
Here’s how our Paraplanner can help you.
Ready to reduce labor costs and hire the best talent?
Here’s how our Paraplanner can help you.
Why Choose VBP
We’re Your Go-To Growth Partner
Data Security
Up-to-date and comprehensive systems are in place to continue our commitment to safeguard your business data and systems.
Active Management
We work with you to manage your team, investing in ongoing development, technology, and added capabilities to support your team.
Tailored Solutions
As growth partners, we understand your business needs so we tailor our services and solutions to meet them.
Check out
what our clients
have to say.
what our clients
have to say.
“Having the additional support of VBP has made an impacting change to our business in the sense of having paraplanners as a dedicated resource to our business. Building that relationship over the years (with them), and being able to get to understand and know them as people and for them to understand their advisers’ unique needs, and building that relationship for that long-term benefit together.”
Angela Menendez
CBD Advisory
Interested in taking your business to the next level?
We are trusted growth partners.
Australian-trained Accountant
Mortgage Broking Assistant
Financial Planning Assistant
Strategy and Consulting
Speaking & Workshops
Practice Manager Training Program
GSD Lab
Global Business Services
FAQs
What is the role of a paraplanner?
A Paraplanner plays a critical role in financial practices by crafting Statements of Advice (SoA), Records of Advice (RoA), Investment Portfolio Reviews (IPRs), and Strategy/Discussion Papers. They provide essential support to financial planners or advisors in delivering comprehensive financial advice and services to clients. Working exclusively within a practice, VBP Paraplanners foster deeper relationships with advisors, enhancing the quality of advice documents through better system understanding and collaborative synergy.
What is the process of training and onboarding a paraplanner in VBP?
An aspiring Paraplanner in VBP undergoes a total of 8 weeks of intensive training and onboarding. Beginning with the recruitment process down to specific client training and handover, the rigurous process shows how commited VPB is in producing top quality talents for its clients.
Do paraplanners need to be qualified?
Yes, our Paraplanners have earners their Advanced Diploma of Paraplanning and completed case studies covering the core strategies such as SuperAnnuation, Product Placement, Insurance, Pension, and Non-Superannuation Investments.