Consulting services for
Wealth Management Firms

Practical, hands-on consulting to optimise your operations, scale sustainably and get the best from your offshore team - delivered by people who know your industry inside and out.

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Empowering Growth Through Consulting

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Whether you're navigating change, scaling up, or launching something new, VBP brings practical, hands-on expertise to help you move faster and smarter.  
 
Our consulting solutions are designed around your goals: whether that’s solving a specific challenge, improving efficiency or unlocking new opportunities. 

We’ve supported small businesses through complexity, helped corporates optimise distribution, upskilled internal teams for growth and enabled product providers to better serve their networks.  
 
With VBP, you don’t just get advice, you get a partner who knows how to make it happen. 

Our Services
How Our Consultants Can Help You 

bespoke solutions

Bespoke Solutions

No cookie-cutter advice here. We design tailored strategies across everything from advice production to pricing models built to solve your challenges and deliver measurable results. 

flexible approach

Flexible Engagement

Our approach is shaped around you. Whether you need one-off guidance or ongoing support, we flex to fit your goals, team structure and pace of change. 

industry expertise

Deep Industry Insight

Our consultants bring hands-on experience in financial advice and wealth management, so you get solutions grounded in real-world understanding, not just theory. 

extensive network

A Trusted Network at Your Fingertips

If we don’t have the answer, we know someone who does. Tap into our extensive network of trusted professionals to access the expertise you need, when you need it. 

Client Testimonials

Building a Stronger Business
Shane Lee, Senior Financial Planner, 
BMO Financial Solutions

VBP Consulting, led by Lana, has played a key role in strengthening BMO Financial Solutions by addressing business weaknesses and succession planning challenges. Their support has made a massive impact, helping drive growth and long-term sustainability. Watch the video to hear more from Shane Lee.

Ready to grow your business?

FAQs

What types of businesses do you work with?
We work with financial planning practices, mortgage broking businesses, accounting firms, licensees, and product providers; ranging from small firms to large institutions. 
What areas can your consulting team support with?
Our consulting covers everything from workflow optimisation, succession, and pricing strategy to team structure, leadership coaching and operational planning. 
Is this a one-off service or ongoing support?
It can be either. We offer both project-based consulting for specific needs and ongoing support to help you scale or evolve sustainably over time. 
Do I need to be a current VBP client to access consulting?

No, you don’t need to be an existing client. We work with businesses at all stages, whether they use our other services or not. 

How does your consulting process work?

We start with a discovery session to understand your goals and challenges, then tailor a solution that fits. From there, we partner with you to implement changes and track results. 

Who delivers the consulting?

Our consulting is led by experienced professionals with deep industry knowledge in financial advice, operations and business leadership. 

What’s the cost of consulting services?

Pricing varies based on the scope and length of engagement. We offer transparent pricing and will provide a clear proposal after an initial consultation.

Can you help if I’m going through a major business change?

Yes. Whether you’re restructuring, merging, launching a new service, or exiting the business, we can provide strategic and operational support during times of change. 

Where are your consultants located?

Our consultants are based across Australia. They expertly balance online and in-person meetings and are happy to travel for engagements best delivered face-to-face.

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