From Planner to Practice: Scale Smarter with Offshore Specialists
Join hundreds of Australian financial planners who’ve streamlined operations and scaled their practices by building offshore teams with VAP. Get full-time, premium talent integrated into your business—trained through our in-house Academy designed by Australian financial industry specialists.
- Paraplanning,
- General Administration,
- Data Collection & Integrity,
- Document Management,
- Implementation,
- Client Care
Trusted by 240+ Australian Financial Planning Businesses
Brands That Trust Us
Trusted by 240+ Australian Mortgage Brokers
Brands That Trust Us
Comprehensive Financial Planning Support Services
From paraplanning to client care, our virtual assistants handle it all.
Paraplanning & Advice Preparation
Efficient support for SOA preparation, research, and strategy development to help deliver compliant, high-quality advice.
Client Services Coordination
End-to-end assistance for onboarding, annual reviews, scheduling, and client communication—keeping your client experience seamless.
Compliance & Technical Support
Accurate and timely help with ASIC filings, CPD tracking, technical research, and documentation to maintain compliance standards.
Data & Document Management
Organised handling of client data, file management, and reporting—ensuring data integrity and smooth operations.
Implementation & Administration
Support across product applications, insurance claims, and provider coordination—streamlining the implementation process.
Marketing & Business Development
Assistance with client communications, social media, and lead nurturing to help you grow your financial planning practice.
Why Choose VAP?
Tailored Recruitment Solutions
Our dedicated in-house recruitment team and financial services experts strategically match talent to your business needs—ensuring the right fit and long-term success.
Australia’s Leading Privately Owned Outsourcing Company
Supporting financial planners across Australia with premium offshore team members, helping you scale efficiently and maintain high-quality service delivery.
Trusted by 350+ Australian Businesses
Including financial planners, accountants, and other professional services—VAP is the preferred outsourcing partner for sustainable, scalable growth.
Certified Training for Financial Planners
Your team is trained through our in-house Training Academy, built by Australian financial industry specialists to ensure compliance, confidence, and readiness from day one.
Tailored Recruitment Solutions
Our dedicated in-house recruitment team and financial services experts strategically match talent to your business needs—ensuring the right fit and long-term success.
What Our Clients Say
We've grown to trust our staff over the last five years, to the point where we realise the jobs we're giving them-they can handle them so easily. They've got so much more capability... Their capability is incredible when you trust them.
Terry Johnson
Keyman Financial Services
What was really good was that you actually recommended some of the graduates from the Academy, and our first VA Platinum girl was from the Academy. And she's fantastic. She's a natural. She's absolutely awesome, and I wouldn't have thought about using the grads from the Academy if you hadn't have mentioned it.
Sara Jaceniuk
Plenary Wealth / Walker Lane Private Wealth
From Planning to Business: The Path to Sustainable Growth
Most brokers plateau at $20–30M annually. This free guide reveals the 3 stages of growth, and how top brokers scale to $100M+ without burning out.
Ready to Scale Your Financial Planning?
Join hundreds of successful brokers who have transformed their operations with our virtual assistants. Get started with a free consultation today.
