About

About

Virtual Business Partners

Back Office Solutions

Virtual Business Partners (VBP) is an Australian outsourcing company based in Cebu, Philippines; founded in 2013 by David Carney and David Deegan. DC and DD, as the staff would fondly call them, have worked in the financial planning industry—DC brings 20 years of experience and is a Certified Gazelles International Coach while DD started in the industry way back 2002 and has gone through the E-Myth Mastery Business Coaching program.

With their combined knowledge and expertise, they have successfully established a back office solution that aims to change how financial advice is delivered in Australia. With currently 180 staff, we provide virtual assistance to financial planners in order to help them free their hands of back office workload. We believe that focusing more on engaging with their clients increases the value of their advice.

We specialise in financial planning services and boast of our professional and highly efficient Financial Planning Assistants who go through an extensive training program to ensure efficiency and full understanding of the industry and its processes. We provide dedicated staff to financial planning firms to help with administrative, paraplanning, bookkeeping, marketing and other ad hoc tasks. In 2017, VBP was nominated as one of the finalists in the Asia CEO Awards SME Company of the Year.

Apart from our expertise and specialisation, we believe that what sets us apart from other outsourcing companies is the kind of relationship we build with our clients. We are a culture-led business and we make sure that we keep our staff happy and encourage them to build trust and create a harmonious relationship with their clients.

Our passion is to help adviser firms to be more profitable by working smarter not harder.

Having a team of Virtual Assistants has freed up an enormous amount of time for our advisers and their client support managers. We are now able to focus squarely on client issues rather than the time consuming paperwork, which is now largely being done by our virtual staff at a fraction of what it was costing us.

Dave Stephen

Managing Director, Investblue