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Support that strengthens your strategy.

Our services are designed to embed capability, not just capacity: giving you the kind of back office support that scales with your firm and sharpens your edge.

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Join us at VBP 
Your Future Self Will Thank You

And it won't take weeks of your time to get there. Give us under a day of your time (total) and we will give you a full trained VBP team member ready to hit the ground running within 4 weeks.

We've designed our onboarding, training and handover process so advice firms can add real, reliable capacity without slowing you down, distracting advisors or taking too much of your time to make onboarding a success. 

  • Minimal disruption to advisors and principles

  • Structured onboarding led by VBP, not your team

  • Role-ready support aligned to your existing workflows 

  • Capacity you can feel - fast

Get Started

 

Not ready to make the leap just yet? Subscribe to our bi-monthly newsletter to get important VBP updates right to your inbox. 

Our Services

Outsourced Services

Financial Planning Assistant

Financial Planning Assistant

Save on operating costs by performing data entry projects, administrative tasks and form preparation and lodgement.

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Paraplanner

Paraplanner

We provide accurate, cost-effective, and timely advice production specialists who understand the complexities around delivering advice and have in-depth training in Australian Financial services.

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Bookkeeper

Bookkeeper

Get ahead of your invoicing, reconciliation and payroll tasks by providing quick turnaround for day-to-day administration and bookkeeping tasks with high-quality results.

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Australian-trained Accountant

Australian-trained Accountant

Moving accounting roles to the Philippines can save your business up to 70% of the cost off the traditional staffing roles.

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Mortgage Broking Assistant

Mortgage Broking Assistant

Your Mortgage Broking Assistant will ensure high-quality output by working alongside mortgage brokers on administrative and servicing and lodgements tasks.

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Managed Services

Managed Services

Simplify your operations with expert support in IT, automation, data, and project delivery so your team can stay focused on high-value outcomes.

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Consulting-Services

Consulting Services

Consulting

Work with expert consultants who understand your business, helping you solve challenges, build smarter operations and support sustainable growth.

Business Coaching

Tailored coaching to clarify goals, build confidence, and keep you on track, with practical support designed for advice, broking, and accounting businesses.

Speaking and Workshops

Engaging, practical sessions delivered in-person or online; covering leadership, growth, and operations to spark action and support change in your business.

Practice Manager Training Program

Upskill financial planning support professionals with practical training in operations, team management, and adviser support: designed to lift confidence and capability.

Get In Touch

What makes a partnership work? Shared values, clear expectations and real people.

We believe great partnerships start with transparency. That’s why we invite you to explore what matters to us, meet the team behind the service and understand how we operate.

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About VBP

About VBP
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Meet the VBP Team

Meet the VBP Team
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FAQs

FAQs
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