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.

They provide essential support to financial planners or advisors in delivering comprehensive financial advice and services to clients.

Working exclusively within a practice, VBP Paraplanners foster deeper relationships with advisors, enhancing the quality of advice documents through better system understanding and collaborative synergy.

What is the process of training and onboarding a paraplanner in VBP?
An aspiring Paraplanner in VBP undergoes a total of 8 weeks of intensive training and onboarding. Beginning with the recruitment process down to specific client training and handover, the rigurous process shows how commited VPB is in producing top quality talents for its clients.
Do paraplanners need to be qualified?
Yes, our Paraplanners have earners their Advanced Diploma of Paraplanning and completed case studies covering the core strategies such as Superannuation, Product Placement, Insurance, Pension, and Non-Superannuation Investments.
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