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

June 3, 2013

Pilot Program

Starting with 2 staff dedicated to our foundation client Announcer Group (one dedicated to financial planning and the other Mortgage).

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Official Launch

January 22, 2014

Official Launch

Launch at AMP National Conference where David Carney presented on the ‘The Future of Practice Efficiency – Building an Offshore Admin Team’.

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Paraplanning

August 4, 2014

Paraplanning

Introduce Paraplanning Services.

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New Office

December 15, 2014

New Office

Move into new office in Mango Square, Cebu Philippines.

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2nd Office

April 7, 2016

2nd Office

Move into new office in Mango Square, Cebu Philippines.

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New Services

January 9, 2017

New Services

Launch expanded services to include bookkeeping and marketing.

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3rd Office

March 10, 2017

3rd Office

Expand on 3rd office.

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Client Conference

August 14, 2017

Client Conference

Hold the 1st Client Conference.

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VBP Milestone

March 30, 2018

VBP Milestone

VBP reaches 200 Staff.

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