Financial Planning
Scale sustainably, strengthen compliance, and stay focused on your clients with dedicated offshore support for your financial planning business.
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Why Offshoring Makes Sense for Financial Planners
You became a financial planner to help clients achieve their dreams, but what about your dreams? When you’re juggling compliance, client service, strategy, and admin… there’s no time to do it all well, let alone do the things you actually want to do.
Offshoring can help lighten the load, but traditional outsourcing doesn’t work for Australian financial planning businesses.
Financial planners need highly skilled and trained offshore specialists and they don’t have time to organise training or systems. This means generic VAs or short-term contractors won’t make the cut.
Fortunately, there’s a better option.
WhyFinancial PlannersChoose VA Platinum
VA Platinum is a top choice for financial planners because we’re specialists in financial services outsourcing.
We recruit and support top quality offshore team members, trained, full-time, and dedicated to your business. Your team members are trained in your systems and your industry’s regulatory frameworks, and our strict data security measures and standards are designed for financial services compliance. It’s an efficient and sustainable way to scale up that allows our clients to deliver better service and finally start to have a life outside of the office.
With VA Platinum, you can be confident you’re set up to succeed with offshoring, no matter how complex your industry.
Your Offshore Financial Planning Dream Team
Your dream team starts here. We can help you build an offshore team with the roles you need to delegate tasks and scale your business, without unnecessary overhead.
Financial Planning Admin Support
- Prepare and maintain client files and fact-finding documentation
- Liaise with providers, update CRM systems, chase outstanding requirements
- Schedule reviews, manage workflows, and assist with annual service agreements
Paraplanners
- Draft Statements of Advice (SoA) and Records of Advice (RoA)
- Conduct research and modelling using Xplan, Midwinter, or AdviserLogic
- Ensure advice documents are audit-ready and aligned with compliance standards
Client Services Officers
- Respond to client emails and inbound enquiries
- Assist with policy renewals, rollovers, withdrawals, and insurance changes
- Provide a consistent, high-touch experience that improves client retention
Insurance & Investment Admin
- Assist with new business applications and implementation
- Follow up on underwriting, confirmations, and missing documentation
- Prepare consolidated reports and lodge fund transactions accurately
Results That Speak for Themselves
She's revolutionised my business and given me the time to do the things that are more important rather than being stuck in admin... I will literally just meet the client and they can do a lot of that other work for me. That's the goal.
Kate Garrett
Littlespring Finance
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From the moment Van stepped in... the difference to my business was immediate-it gave me some time to myself on the weekends, and I was able to take a holiday. The difference and the support were amazing.
Jodi Hackford
Connect Mortgages
When I went through the process, my goal was to get a VA who could take 22 days' worth of work off me. That's effectively 40% of my workload gone... The reality is, after just over 3 months, Lerry is probably doing 50% to 60% of my admin work now, which is mind-blowing.
Ryan Marriner
Clearwater Finance
It's been an absolute game changer for us... We have massively blown it out of the water with Fernando coming in... I think we're peaking at efficiency. Like, we have never been this efficient before.
Pedro Marin
Marin Wealth
I hired one VA, and within eight weeks, I had two. Then I went to three, and eventually, I got four. The fourth one came on the 1st of January. The reason for this was that I figured it's better for a team environment-not for someone to feel isolated. Having more team members allowed them to help and train each other, which I think is really important.
Louise Parker
Financial Lifestyle Managers
Built for Planners, Backed by Experience
We understand the complexity and regulatory demands that come with offering financial advice. That’s why we don’t just provide people, but deliver a complete outsourcing solution, including:
- Dedicated Success Managers and Client Coaches who understand your industry and business
- Role-specific training and ongoing upskilling opportunities to help your team succeed
- ISO 27001-certified systems and secure data handling to protect your clients’ information
- SOP development, KPI tracking, automation support, and performance reviews to help maintain your standards and operational efficiency
We’re already trusted by practices operating under leading Australian licensees, and we’re regularly invited to industry events like the FAAA Congress — demonstrating our commitment to this sector.
Let’s Build Your Offshore Advice Team
Whether you need a single VA to support your growing financial advice firm, or a full back-office team to help scale your business, we’re ready to help.
- Book a discovery call
- Get matched with the right talent
- Focus more on your clients, and less on admin
