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.
Back Office Solutions Expertise
Now with over 300 staff (in just 5 years!), we provide virtual assistance to financial planners. Our services help them free their hands off back office workload. With more time to focus on client engagement, they are able to increase the value of their advice and the service they provide for their clients.
As we cater to a specific industry, we make sure that our staff are well-equipped with all the knowledge that they need to provide our clients with excellent service. We boast of our professional and highly efficient Financial Planning Assistants and Paraplanners who go through extensive training programs to ensure efficiency and full understanding of the industry and its processes. Thus, 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 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