VBP’s Annual Onboarding Offer
Build more capacity with 50% off onboarding.
Start a new role with VBP and receive 50% off onboarding when your contract is signed before 5:00 pm on 18 December 2026.
VBP’s Onboarding Offer
Build more capacity with 50% off onboarding.
Start a new role with VBP and receive 50% off onboarding when your contract is signed before 5:00 pm on 18 December 2026.
Make Room for Higher-Value Work
Is limited capacity holding your team back?
When advisers, business owners and practice leaders are pulled into administration and day-to-day operational work, it becomes harder to focus on clients, strategy and sustainable business development.
Free up internal capacity
Reduce operational bottlenecks
Create more time for clients and strategy
A smarter way to strengthen your team
We build the capability your business needs.
VBP helps Australian financial advice, accounting and mortgage broking businesses build dedicated support teams around their operational needs. Our approach combines trained people, structured support, clear processes and technology to strengthen day-to-day delivery and support long-term business capacity.
Financial Planning Assistants
Support for administration, implementation and ongoing client service activities.
Paraplanners
Advice document preparation and structured support throughout your advice process.
Mortgage Broking Assistants
Application processing, document management and client administration support.
Accountants
Reliable accounting support for accurate records and informed decisions.
Bookkeepers
Stay on top of your finances with reliable bookkeeping services.
Limited offer
50% off onboarding for new clients and existing clients adding new roles.
Add trained support to manage essential work, giving your team more time to focus on clients, strategy and higher-value priorities.
Build a dedicated team around your business with the skills, structure and ongoing support needed to deliver consistently.
Create a scalable operating model that supports future demand without adding unnecessary pressure or complexity.
Hear from our clients
Real experiences. Meaningful business impact.
See how advice businesses are creating capacity, confidence and momentum with the right support behind them.
Offload the Mundane Tasks
Ryan SullivanPrecept Financial Services
Ryan talks about moving past his doubts about delegation and finding trust in VBP, which helped him gaining more time, clarity and momentum to grow his business with confidence.
Offload the Fear of Letting Go
Trevor BirksBlackwood Advisory
Trevor reveals how overcoming his hesitation to delegate and partnering with VBP transformed his workload, trust and growth - proving that the right support can truly free a business to thrive.
Offload the Burden
Ciara StobbiePrecept Financial Services
Ciara reveals how partnering with VBP for paraplanning support improved turnaround times, reduced compliance risks and boosted confidence in delivering quality advice - proving the power of offshoring done right.
Offload the Compliance Burden
Matthew AllenPerpetual
Matt shares how partnering with VBP allowed him to focus more on clients and less on compliance, confident that VBP hires top-tier talent and ensures strong onshore security.
Offload the 'Just One More Thing'
Steve BrowningRI Toowoomba Group
Steve shares how VBP took the stress out of post-meeting data entry, follow ups, research and implementation, freeing him to focus on his business with confidence and peace of mind.
Who is this report written for?
Advice firm leaders wanting structure that supports growth
Teams experiencing workflow bottlenecks, duplication, or inconsistent delivery
Firms unsure whether they need pods, pooled support, hybrid teams, or a Practice Manager
David shares what makes VBP stand out from other providers and how his partnership with us has helped Invest blue grow sustainably.
David Stephen
Managing Director, Invest Blue
Sarah shares how VBP’s seamless onboarding and support have helped her build a cost-effective and efficient team.
Sarah Stein
Head of Bookkeeping, Blackwood Advisory
Todd explains how VBP’s agility and exceptional support have enabled PWG to expand sustainably.
Todd Synon
Head of Operations, Partners Wealth Group (PWG)
Emily shares how VBP’s dedicated team drives innovation and efficiency, making them true partners in Ensombl’s growth.
Emily Blanch
Chief Product Officer, Ensombl
Start planning your next role
Get 50% off onboarding today.
Tell us about the role or capability your business needs. A member of the VBP team will contact you to discuss requirements, eligibility and next steps.
Contracts must be signed before 5:00 pm on 18 December 2026, with role fulfilment completed by 26 February 2027. Terms and conditions apply.
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Trusted by
280+ happy clients.
Our Clients are our top priority - we are committed to providing them with the highest level of service.
Get in Touch
Australia Square Tower, Level 9
264 George Street, SYDNEY NSW 2000, Australia
9:00 AM – 6:00 PM
(AEST Sydney, Australia)
(02) 8999 9696