Financial Planning

Outsource SoAs, paraplanning, and client service to a trained offshore team, scale sustainably, and stay compliant, built for Australian financial planning firms.

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.

Why
Financial Planners
Choose 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.

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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

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

Whatever their role, your team will come job-ready and aligned with your licensee and ASIC expectations. With every team member trained through our VAP Training Academy on content specifically designed for the financial planning industry, they’ll be set to deliver value from day one.

Talk to Someone Who Understands How Your Industry Works

Our team combines industry knowledge with practical outsourcing expertise to help you make confident staffing decisions.

Shirley Mcivor

Financial Planning

Send an email here.

Omar Fuentes

Financial Planning

Send an email here.

James Macken

Financial Planning

Send an email here.

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

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

Whether you're a solo adviser building your own practice or part of a growing firm, we’ve helped professionals like you free up time, reduce operational costs, and maintain exceptional compliance, all through strategic offshore support.