Financial Planning Outsourcing & Paraplanning in Australia
Outsource SoAs, paraplanning, and client service to a trained offshore team, scale sustainably, and stay compliant, built for Australian financial planning firms.
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Why Financial Planners Are Outsourcing
Financial planning outsourcing lets your practice hand SoAs, paraplanning, and client admin to a trained offshore team, so you keep advice and relationships while the back office runs in the background. You became a planner to help clients reach their goals, not to lose your week to paperwork.
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
Why Advisers Choose VA Platinum for Outsourcing
VA Platinum is a top choice for financial planners because we specialise in financial planning outsourcing. We recruit and support high-quality offshore team members, trained, full-time, and dedicated to your business, and skilled in your systems and regulatory frameworks. Our data security standards are built for financial services compliance. Our global talent process finds the right people so you can scale sustainably and finally have a life outside the office.
Your Offshore Financial Planning Team
Ready to build your team? We help you source, train, and manage skilled professionals across the roles you need. Here is where a financial planning virtual assistant or paraplanner takes work off your plate:
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
Outsourced paraplanning support that keeps advice audit-ready:
- Draft Statements of Advice (SoA) and Records of Advice (RoA)
- Conduct research and modelling using XPlan, AdviserLogic, Pluto Soft and other CRMs as required.
- 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
Talk to Someone Who Knows Financial Planning Outsourcing
Our team combines industry knowledge with practical outsourcing expertise to help you make confident staffing decisions.
Financial Planning
Financial Planning
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
Financial Planning Outsourcing, 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.
How Financial Planning Outsourcing Works
1
Discovery Call
Book a discovery call and tell us the roles and hours you need.
2
Match
We source and screen candidates, then match you with the right admin, paraplanner, or client services officer.
3
Training
They are trained on your systems, licensee, and ASIC expectations through our academy.
4
Launch
They go live in your practice, dedicated full-time, with a Success Manager checking in.
Simple, Transparent Outsourcing Pricing
With VA Platinum you hire a dedicated team member full-time or part-time, not a shared pool. Your fixed monthly rate covers recruitment, training, systems, and support, with no local on-costs like super, leave loading, or office space. Most practices save 50 to 70% versus a local hire. You get a clear quote after your discovery call, based on the roles and hours you need.
What You Can Hand Over to Your Offshore Team
- SoA and RoA Drafting
- Paraplanning Research and Modelling (XPlan, AdviserLogic, Pluto Soft)
- Fact-Find Preparation and Client File Maintenance
- CRM Updates and Provider Follow-Ups
- Annual Review and Service Agreement Scheduling
- Policy Renewals, Rollovers, and Withdrawals
- New Business Applications and Underwriting Follow-Up
- Consolidated Reporting and Fund Transactions
- Inbound Client Email and Enquiry Handling
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
