Our Services – Paraplanning

Interested in providing the best advice?

Our Paraplanners can supercharge your business

Get Started

Interested in providing the best advice?

Our Paraplanners can supercharge your business

Get Started

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.

Dedicated Team Members

Our Paraplanners are fully integrated into your existing workflows to bring you personalised and focused support, and produce outputs tailored to your practice preferences.

Quality Assurance Support

We enhance our Paraplanners' capabilities by investing in a fully resourced Quality Assurance Team that reviews advice documents, supports strategy confirmation, and provides ongoing coaching and guidance

Increase Process Efficiency

We provide affordable pricing by lowering operational and human resource costs, and helping you reclaim time for higher-value tasks.

High-Quality Advice Document

We ensure high-quality output by providing expert technical support, continuous professional development learning, and guidance on the production process.

Reduce Completion Time

Our Paraplanners handle upfront modelling, comparisons and strategy documents to streamline the advice preparation process.

Access the Best Talent

Our Paraplanners have completed their Advanced Diploma for Paraplanning (RG146). We conduct thorough recruitment and provide ongoing coaching and live refresher sessions.

Dedicated Team Members

Our Paraplanners are fully integrated into your existing workflows to bring you personalised and focused support, and produce outputs tailored to your practice preferences.

Quality Assurance Support

Increase Process Efficiency

We provide affordable pricing by lowering operational and human resource costs, and helping you reclaim time for higher-value tasks.

High-Quality Advice Document

We ensure high-quality output by providing expert technical support, continuous professional development learning, and guidance on the production process.

Reduce Completion Time

Our Paraplanners handle upfront modelling, comparisons and strategy documents to streamline the advice preparation process.

Access the Best Talent

Our Paraplanners have completed their Advanced Diploma for Paraplanning (RG146). We conduct thorough recruitment and provide ongoing coaching and live refresher sessions.

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.

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Active Management

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

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Tailored Solutions

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.

“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