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 Advising Firm looking for virtual assistants

Financial Adviser

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

Mortgage broker looking for virtual assistants

Mortgage Broker

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

Licensee that is looking for virtual assistants

Licensee

Interested in learning how you can provide additional support to your practices and help them to scale? Learn 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.

We respect your privacy, you can unsubscribe at any time.

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.

Featured Blog

WATCH: Best of VBP Conference 2019

WATCH: Best of VBP Conference 2019

New delegates, new speakers, new sessions, new experiences! From last year’s 21 delegates, this year, we’re up to 40 attendees in our annual conference including clients, special guests and keynote speakers. This makes us feel so ecstatic and at the same time,...

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Webinar: Knowledge, Systems & Outsourcing with David Carney

Webinar: Knowledge, Systems & Outsourcing with David Carney

From The Leveraged Advice Firm Program - Audere Coaching & Consulting  Outsourcing parts of your advice firm to others who can do it well so you can focus on what you do best is big business these days, and few are as big as Virtual Business Partners. One of the...

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VBP at Five: 10 things we’ve learned along the way

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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