“Having the additional support of VBP has made an adjusting 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 as well for them to understand their advisers’ unique needs, and building that relationship for that long-term benefit together.”

Angela Menendez

Business Owner, CBD Advisory

“Riza (Admin of the Year 2022) has really grown and stepped up the past year. She has been with our team just over a year and she is now an essential Team Member. The support she provides to our broker is excellent, Also, no task is too small or big for her as she gets it done with consistency and finesse.”

Ivana Sanzari

Practice, Manager Calder Wealth Management

“VBP has made a massive impact on our team. VBP has changed our complexion (on outsourcing) with the way they value their team members, the way they look after them, and how much they care. (They’ve proven that) they are not only about their clients, but also about their people. What a really cool company!"

Callum Wares

Financial Adviser, Adviserfp

"VBP is not just an outsourcing partner. They’ve actually grown in the journey in being more than that and they demonstrated that in the recent client conference. (From an outsourcing partner) they’ve become more of a growth partner, showcasing all other areas that can support our business. After working together for a couple of years, I’ve learned that VBP has amazing vibes and culture.”

Kristina Low

Head of Advice, BlueRock

"VBP shares our values and they are a people-focused business, and what they actually do for us is they’re able to tailor services and solutions that meet our needs."

David Stephen

Managing Director, Invest Blue

“Janine (Rookie Planner of the Year 2022) is very much a team player and we love having her on our team. She continues to go about her work, exceeding all expectations for both accuracy and timeliness. We are grateful for her efforts, positivity, and continued input both professionally and socially. .”

Shane Lee

Director, BMO Financial Solutions

“What I love about working with VBP is the efficiency and support of someone who can be there. The team members from VBP are there when you need them, and I am there for them as well. They feel a part of the team and they made it a whole lot easier for us to do more.”

Nicholas Bregolin

Senior Financial Advisor, CBD Advisory