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.
45-Day Guarantee.
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.
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.
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Featured Blog
VBP at Five: 10 things we’ve learned along the way
Oh, how time flies! We can’t believe it’s been five years…yes, five years. For most businesses, five years may seem relatively new, but for us, these five amazing years have given us a lot more than we can imagine. A mix of thrill and excitement—it definitely is a...
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Otter: Record and transcribe real-time!
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...
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Dedicated Paraplanners: Take the hassle off delivering advice
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...
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