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.
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 there is:
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Minimal disruption to advisors and principles.
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Structured onboarding led by VBP, not your team.
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Role-ready support aligned to your existing workflows.
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Capacity you can feel - fast.
See How Other Advice Firms Are Getting Their Time Back
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.
Our Services
Outsourced Services
Financial Planning Assistant
Save on operating costs by performing data entry projects, administrative tasks and form preparation and lodgement.
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.
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.
Australian-trained Accountant
Moving accounting roles to the Philippines can save your business up to 70% of the cost off the traditional staffing roles.
Mortgage Broking Assistant
Your Mortgage Broking Assistant will ensure high-quality output by working alongside mortgage brokers on administrative and servicing and lodgements tasks.
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.
Consulting Services
Work with expert consultants who understand your business, helping you solve challenges, build smarter operations and support sustainable growth.
Tailored coaching to clarify goals, build confidence, and keep you on track, with practical support designed for advice, broking, and accounting businesses.
Engaging, practical sessions delivered in-person or online; covering leadership, growth, and operations to spark action and support change in your business.
Upskill financial planning support professionals with practical training in operations, team management, and adviser support: designed to lift confidence and capability.
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.
