Expert Paraplanning to Grow Your Business

Professional, compliant and on-brand statement of advice preparation, so you can deliver quality advice faster, reduce turnaround times and focus on building stronger client relationships.

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Our Services

How Our Paraplanners Enhance Your Advisory Services

Dedicated Team Members​

Seamlessly Embedded Paraplanners

Your dedicated team integrates into your existing systems and workflows, delivering advice documents tailored to your process, preferences and compliance needs. 
Seamlessly Embedded Paraplanners
High-Quality Advice Document ​

Consistently High-Quality Output

With expert technical support and a structured development program, our Paraplanners consistently produce clear, compliant and high-quality SoAs and RoAs. 
Consistently High-Quality Output
Quality Assurance Support

Built-In Quality Assurance

Every document is backed by our in-house QA team: reviewing strategies, checking compliance and providing real-time coaching to ensure accuracy and consistency.
Built-In Quality Assurance
Reduce Completion Time ​

Faster Turnaround, Less Pressure

We handle modelling, comparisons and strategy documents upfront; reducing prep time so you can deliver advice faster and free up your senior team. 
Faster Turnaround, Less Pressure
Increase Process Efficiency​

More Efficiency, Less Overhead

Scale your advice production without scaling your costs. Reclaim time and margin by outsourcing to trained, cost-effective support. 
More Efficiency, Less Overhead
Access the Best Talent

Top-Tier Talent, Ready to Go

All Paraplanners are RG146-qualified, carefully recruited and supported with live coaching and regular technical refreshers, so you get capable support from day one. 
Top-Tier Talent, Ready to Go

Client Testimonials

APT Wealth Case Study

How APT Wealth Partners grew their team from 2 to 17 members with VBP

APT Wealth Partners wanted to boost team efficiency and scale operations to meet growing client demand.

By streamlining workflows and implementing task management tools, we helped them to dramatically improve their capacity and service delivery model. 

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Why choose VBP?

Financial services

Built for Financial Services

VBP specialises in supporting financial advisers, mortgage brokers, and accountants. Our team understands your industry’s compliance, confidentiality, and precision needs, so you get support that just gets it.

Built for Financial Services
perf driven

People-First, Performance-Driven

We invest in our people so they can invest in your business. With a strong focus on culture, development and wellbeing, our high-performing teams are more engaged, loyal and committed to your success.

People-First, Performance-Driven
onshore-led

Your Data Security Partner

VBP ensures the highest level of security and compliance to help protect your business while outsourcing.

Your Data Security Partner
true business partner

Powered by Industry Business Leaders and Subject Matter Experts

You get the best of both worlds: Australian-based Industry experience and strategic support, combined with a highly skilled team in the Philippines.
Powered by Industry Business Leaders and Subject Matter Experts
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FAQs

What is the role of a Paraplanner?

 A Paraplanner plays a critical role in financial practices by crafting Statements of Advice (SoA), Records of Advice (RoA), Investment Portfolio Reviews (IPRs) and Strategy/Discussion Papers. Working exclusively within a practice, VBP Paraplanners build strong relationships with advisers, resulting in higher-quality, compliant and collaborative advice documents.

What tasks can a VBP Paraplanner perform?
Our Paraplanners prepare SoAs and RoAs, perform financial modelling, complete investment portfolio reviews, write strategy and discussion papers and conduct ad hoc scenario modelling. They also assist with research and analysis to support best-interest recommendations.
Do VBP Paraplanners hold relevant qualifications?
 Yes. All VBP Paraplanners have earned their Advanced Diploma of Paraplanning and completed case studies across core advice areas including Superannuation, Insurance, Pensions, Non-Super Investments and Product Replacement.
What does the training and onboarding process look like?

 VBP Paraplanners undergo an intensive 8-week program that includes recruitment screening, technical training, quality assurance and tailored client onboarding. This ensures a smooth handover and readiness to contribute from day one.

Can I customise the role to suit my practice’s advice process and tools?

 Yes. Paraplanners are embedded within your team and can work within your existing templates, compliance processes and platforms. We support a range of tools, including Xplan and can adjust to your firm’s documentation style.

How is quality and compliance managed?

 Each SoA or RoA is reviewed through our internal quality assurance (QA) process before being submitted to your practice. Paraplanners also have access to strategy confirmation sessions with our in-house subject matter experts. 

Can VBP Paraplanners support complex strategies?

 Yes. Paraplanners with 12+ months of tenure in a practice can undertake more advanced tasks including SMSF and gearing strategy papers. Additional masterclasses are provided as part of their upskilling. 

Are your services suitable for smaller or boutique advice firms?

 Definitely. Our model is built for scalability, so smaller advice businesses can access high-quality paraplanning support without the overhead of hiring in-house. You can start small and grow support as needed.

How does a dedicated paraplanner improve my business?

 A consistent paraplanner becomes deeply familiar with your advice style, systems and compliance standards: leading to faster turnaround times, higher quality documents and reduced rework or clarification cycles. 

Can VBP support both ongoing and overflow paraplanning needs?

 Yes. We support firms looking for consistent, embedded paraplanning as well as those needing project or overflow capacity during busy periods or staff leave. 

How is data security handled for sensitive client information?

 We are ISO 27001 certified and compliant with Australian privacy laws. All client data is handled through secure platforms with strict access protocols, giving you peace of mind.

How quickly can a Paraplanner start with my firm?

 Once your needs are scoped, we match you with a candidate and begin onboarding. The full setup and onboarding process is typically completed within a few weeks. 

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