A Platform for adviser firms to scale and leverage

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

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Employees

Financial Planner Clients

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Employee Retention

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Employee Referrals

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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.

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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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 detailed financial planning business processes that make it easy to start working with your offshore team member. The business processes clearly identify what tasks need to be done locally and what tasks can be managed by an offshore team member.

One Monthly Payment.

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

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. This includes reviewing your current business processes, reviewing your current IT infrastructure, setting up your own company intranet where you can share information with your offshore team member and more.

We Specialise in the Financial Planning Industry.

Your Offshore Team Member receives industry specific training.

45-Day Guarantee.

Detailed Financial Planning business processes.

One Monthly Payment.

Tech Tips.

Getting Your Business Offshore Ready.