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Built for Advice Firms. Backed by Australian Execs

Others claim to understand advice firms, we’re built for them. VBP was designed specifically for planners, accountants and brokers, with a global team backed by Australia’s most experienced financial services leaders. That means deep industry insight and execution you can trust.

Capability Built In: Academy VBP

Others claim great people, we train for it. Every team member goes through our training Academy and they are backed by coaching, compliance and performance tracking the whole way. You get happy, professionally supported staff from day one.

B Corp Backing: You’re in Good Hands

Others claim to care about values, but we’re certified for it. As a B Corp and founding member of the EOAP, VBP meets the highest global standards for ethics, transparency and impact; so you can partner with a business that puts purpose and performance on equal footing.

Less Hiring Headaches. More Team Stability

Others churn. We don’t. Our global team stays longer, is better trained, more efficient and future-ready. Certified as a Great Place to Work™ since 2021, we deliver continuity without the hiring grind.

AI That Works for You

We use human-centered AI ethically and transparently: you’ll always know when it’s in play because we will tell you. Our focus is enhancing a team’s performance, not replacing it; we are all about empowering our people and yours.

Enterprise-Grade Security

We don’t just promise security, we’re ISO 27001 certified: the global gold standard for information security. Our systems and processes are designed to protect your data, comply with Australian privacy laws and give you complete peace of mind. Because when you outsource with us, security comes standard.

Amazing

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A better outsourcing experience.

VBP is the strategic partner behind more than 250 of Australia’s most ambitious advice firms. We don’t just outsource, we embed capability. Our model combines deep industry experience, a high-performing global team and ethical operations to help you scale smarter, grow sustainably and lead with confidence.

Ready to start a conversation that moves your business forward?

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Financial Planning Assistant

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

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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

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

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

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

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

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

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

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

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

“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

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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Our Services

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

What Sets VBP Apart?

Built for Advice Firms. Backed by Australian Execs

Capability Built In: Academy VBP

B Corp Backing: You’re in Good Hands

Less Hiring Headaches. More Team Stability

AI That Works for You

Enterprise-Grade Security

A better outsourcing experience.

Our Services