You run the front. We've got the back.

Discover how Vital Business Partner’s global team is helping hundreds of advice firms grow with confidence.

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What Sets VBP Apart?

Built for Financial Services 

Unlike generic outsourcing firms, VBP specialises in supporting financial advisers, mortgage brokers, and accountants. Our team understands the compliance, confidentiality and precision your industry demands, so you can hit the ground running with people who just get it. 

People-First, Performance-Driven

We invest in our people so they can invest in your business. With a strong focus on culture, development and wellbeing, our high-performing teams are more engaged, loyal and committed to your success. 

Onshore-Led, Seamlessly Offshore

You get the best of both worlds: Australian-based leadership and strategic support, combined with a highly skilled team in the Philippines. We manage the day-to-day so you can focus on growth… not admin or HR. 

A True Business Partner, Not Just a Provider

We don’t just fill roles, we help you build capability. Whether you’re scaling operations, improving workflows or elevating client service, we bring deep operational insight to drive lasting value. 

Purpose-Driven and Proudly B Corp Certified

We’re proud to be a Certified B Corporation: a mark of our commitment to ethical, sustainable business. Partnering with VBP means aligning with a company that’s good for business and good for people. 

Empowering Australian Financial Services Firms to Thrive

In today’s fast-paced environment, financial businesses need more than advice, they need actionable strategies. With deep expertise across the financial services industry, VBP delivers practical solutions that help businesses streamline operations, reduce costs, and scale efficiently.

Ready to transform your business?
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Our Services

Outsourced Services

Financial Planning Assistant

Financial Planning Assistant

Save on operating costs by performing data entry projects, administrative tasks and form preparation and lodgement.

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Paraplanner

Paraplanner

We provide accurate, cost-effective, and timely advice production specialists who understand the complexities around delivering advice and have in-depth training in Australian Financial services.

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Bookkeeper

Bookkeeper

Get ahead of your invoicing, reconciliation and payroll tasks by providing quick turnaround for day-to-day administration and bookkeeping tasks with high-quality results.

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Australian-trained Accountant

Australian-trained Accountant

Moving accounting roles to the Philippines can save your business up to 70% of the cost off the traditional staffing roles.

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Mortgage Broking Assistant

Mortgage Broking Assistant

Your Mortgage Broking Assistant will ensure high-quality output by working alongside mortgage brokers on administrative and servicing and lodgements tasks.

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Managed Services

Managed Services

Simplify your operations with expert support in IT, automation, data, and project delivery so your team can stay focused on high-value outcomes.

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Consulting-Services

Consulting Services

Consulting

Work with expert consultants who understand your business, helping you solve challenges, build smarter operations and support sustainable growth.

Business Coaching

Tailored coaching to clarify goals, build confidence, and keep you on track, with practical support designed for advice, broking, and accounting businesses.

Speaking and Workshops

Engaging, practical sessions delivered in-person or online; covering leadership, growth, and operations to spark action and support change in your business.

Practice Manager Training Program

Upskill financial planning support professionals with practical training in operations, team management, and adviser support: designed to lift confidence and capability.

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Our Valued Clients

Client Testimonials

“What is important to us is creating a global team that does things together regardless of location. We don’t want them just to feel like a VBP employee but also they’re part of the Blueprint team as well.”
Bree Stevens

General Manager
Blueprint Wealth

“Having an offshore team member has allowed me to concentrate on what I get paid for and increase my efficiency levels by 60%. This has allowed me to increase business profitability.”
Ray Albrighton

Head of Financial Planning
Private Wealth Partners

Scaling Made Easier with Outsourcing

David Stephen
Managing Director, Invest Blue
 
Listen to David as he stares what makes VBP stand out from other providers and how our partnership has helped Invest blue grow sustainably.

VBP: More than An Outsourcing Partner

Kristina Low
Head of Advice, BlueRock
 
Learn how we’ve become growth partners through the years from Kristina of BlueRock.
 

How VBP is a wonderful growth partner

Callum Wares
Financial Adviser, Adviserfp
 
Watch Callum share how our partnership has added value to AdviserFP.
 

Ready to see what's possible with the right team behind you?

Let's talk about how VBP can support your business.

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Unlock Financial Efficiency

Enhance your operations and productivity with expert strategies.

Is admin work taking time away from your clients and planning? Are you struggling to balance essential client interactions with endless paperwork?

Discover how our Advice Process Checklist shows which steps can be outsourced, helping you cut costs and focus on what you do best.

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