Virtual Business Partners | Financial Planning Service Outsourcing

We help financial service businesses

Improve back-office operation, reduce cost and improve task turnaround time.

What Best Describes You?

Blending deep industry knowledge with proven systems and process, VBP has revolutionised how firms manage their growth. We offer cost-effective outsourcing solutions tailored to your specific needs.

Financial Adviser
Free your team of the admin tasks, leverage your marketing and reduce costs. **Show Me How >**

Mortgage Broker
Spend more time building relationships and writing deals and less time processing. **See Our 5 Stages of Support >**

Licensee
Interested in learning how you can provide additional support to your practices and help them to scale? **Learn More >**

7 REASONS TO WORK WITH US

We Specialise in the Financial Planning Industry.

The directors of Virtual Business Partners both have over 10 years experience in the financial planning industry.

Your Offshore Team Member receives industry specific training.

We have developed an online learning management system for your offshore team member. Here, they learn the basics of financial planning industry as part of their induction. We provide this training to your offshore team member at our expense.

45-Day Guarantee.

If your offshore team member doesn’t work out in the first 45 days, you can cancel your agreement at no cost. Also, you will get a full refund of all wages you have paid.

Detailed Financial Planning business processes.

We have developed a detailed financial planning business processes. This can make it easy to start working with your offshore team member. It can help you identify what tasks can be done locally and what can be managed offshore.

One Monthly Payment.

We pay your offshore team members wages, benefits, office space, phone calls, internet and more. All you have to do is make one monthly payment, and the rest is taken care of by us.

Tech Tips.

We can recommend and help you setup applications that make it easy to work with an offshore team member.

Getting Your Business Offshore Ready.

We provide a consulting and implementation service to get your business offshore ready. We will review your current business processes and IT infrastructure. Also, we can set up your own company intranet where you can share information with your offshore team member and more.

FREE Advice Process Checklist

This 17-page ‘Advice Process Checklist’ outlines the steps when a financial planning business is working with a new client. It details which parts of the process an offshore team member can assist with.

Discover the financial planning advice process tasks you can outsource to an offshore team member today.

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Featured Blog

Otter: Record and transcribe real-time!

Oct 24, 2018

Dreading transcriptions? Anyone working in the financial planning industry can surely relate to creating tons of file notes and transcribing numerous discovery meetings. This slow painful process is one of the most time-consuming tasks in our back office. But thanks...

Dedicated Paraplanners: Take the hassle off delivering advice

Jul 3, 2018

Less hassle, less cost yet consistent and more efficient. Late last year, we refocused our paraplanning services by offering dedicated paraplanners to our clients. With this service, a dedicated offshore paraplanner is assigned to a particular client where...

Client Data Protection: Why we use LastPass and why you should too

Jun 12, 2018

Online security is one of the major priorities in businesses today. Especially with us in the financial planning industry, this is crucial in protecting our processes since most of the data (if not all) we’re dealing with are confidential. Passwords are one common way...

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