Client Success
We help growth-focused advice, broking and accounting firms in Australia scale smarter and strengthen outcomes for teams and clients.
We function as a true extension of your business.
At VBP, we’re proud to work alongside more than 250 of Australia’s most progressive and dynamic financial planning firms: businesses focused on growing revenue, improving profitability and delivering more value to their clients. We support advice, broking and accounting firms of all sizes to build stronger teams, streamline operations and evolve the way advice is delivered.
In partnership with many of the industry’s key players, we’re helping to drive meaningful, lasting change across the financial services landscape.
Client Testimonials
Offload the Admin Creep
Olivia Cook
Eureka Whittaker Macnaught
Olivia shares how partnering with VBP helped her business overcome time-consuming admin tasks, boost efficiency, and create more value for her team and clients.
Offload the Burden
Ciara Stobbie
Precept 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 'Just One More Thing'
Steve Browning
RI 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.
Offload the Fear of Letting Go
Ryan Sullivan
Precept Financial Services
Ryan opens up about overcoming his hesitation to delegate, discovering the value of trust, and how partnering with VBP unlocked new capacity, confidence, and growth for his business.
Offload the Fear of Letting Go
Trevor Birks
Blackwood 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 Drop in Service
Charna Rifai
Invest Blue
Charna shares how partnering with VBP eased her team’s workload, improved client experiences, and restored internal confidence, showing that global support can enhance, not compromise, quality and connection.
Offload the Compliance Burden
Matthew Allen
Perpetual
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.
A True Partner for Innovation
Emily Blanch
Chief Product Officer, Ensombl
Emily shares how VBP’s dedicated team drives innovation and efficiency, making them true partners in Ensombl’s growth.
Scaling Made Easier with Outsourcing
David Stephen
Managing Director, 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, 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, Blackwood Advisory
Sarah shares how VBP’s seamless onboarding and support have helped her build a cost-effective and efficient team.
How VBP is a wonderful growth partner
Callum Wares
Financial Adviser, Adviserfp
Watch Callum share how our partnership has added value to AdviserFP.
VBP: More than An Outsourcing Partner
Kristina Low
Head of Advice, BlueRock
Learn how we’ve become growth partners through the years from Kristina of BlueRock.
Streamlining Success through Outsourcing
Matthew Yates, Luke Buttersfield, and Phil Alvaro, 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.
“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
“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
“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
“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
“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
