Our Purpose
Our passion is to help adviser firms be more profitable by working smarter not harder. Our purpose is to drive flexibility and freedom for business owners by systematizing, processing, and focusing on leveraging available resources.
Virtual Business Partners was founded by financial planning business coach David Carney and financial planner David Deegan.
Pilot Program
3rd June 2013
Starting with 2 staff dedicated to our foundation client Announcer Group (one dedicated to financial planning and the other Mortgage).
Official Launch
22nd January 2014
Launch at AMP National Conference where David Carney presented on the ‘The Future of Practice Efficiency – Building an Offshore Admin Team’.
Paraplanning
4th August 2014
Introduce Paraplanning Services.
New Office
15th December 2014
Move into new office in Mango Square, Cebu Philippines.
2nd Office
7th April 2016
Move into new office in Mango Square, Cebu Philippines.
New Services
9th January 2017
Launch expanded services to include bookkeeping and marketing.
3rd Office
10th March 2017
Expand on 3rd office.
Client Conference
14th August 2017
Hold the 1st Client Conference.
VBP Milestone
30th March 2018
VBP reaches 200 Staff.