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Team Work
Your GROWTH PARTNER
We are The Offshore Experts - 100% Awesome Virtual Assistants here to help you reach your business goals!
Experience the difference
Experience the difference
We're a trusted Australian owned virtual assistant service provider located in the Philippines.
Shaking hands
We Support Financial Planning & Mortgage Broking Advisers
Our staff are trained to support your specific needs - doing administrative work, writing SoA's, doing loan assessment, and other specialised tasks.
Free up your time
Free up your time
Hand over all back office work such as filling in forms, answering phones, customer service, reception, mail and email correspondence, client retention tasks, and other jobs you would prefer not to do!
Overworked
Say goodbye to working late nights!
Stop working late nights to finish off your administration paperwork, applications, ‘know your client’, drafting SoA’s or doing QC work. We can do that all for you!

 

 

 

 

 

Specialised Expert Solutions

We offer expert back-office solutions in the Financial Planning, Mortgage Broking and Real Estate industry.

Data & Privacy Policy Compliant

We work in a sterile environment, ensuring compliance to Data & Privacy Policies.

200+ Documented Processes

We have over 200+ systems and templates you can utilise to organise your business processes.

Training Concierge

We have onsite performance coaches/concierge to assist you in training your staff.

Experienced Staff

Our superstar full-time dedicated staff have minimum work experience of 2 years.

Upgraded Technology

We use up to date technology to support your staff and track their productivity.

Monthly Payments with No Lock In

We arrange monthly payments and have no lock-in contracts.

 

 

Our Services

Our Superstar Staff will make your daily business operations run smoothly by taking administrative and specialised tasks off your hands.

 

 

From general administration tasks to specialised services in financial planning like SMSF and paraplanning - our amazing virtual assistant financial planning staff have got your back! Learn more
We're here through every stage of the process - from data collection to post-settlement. Help build more dreams with our superstar virtual assistant mortgage broking staff! Learn more
Looking for some help with your marketing campaigns? We have an in-house specialist to take care of the tasks you want to be done now! Learn more
Get expert back-office support from our superstar Virtual Assistants trained by Real Estate specialist Justin Mellar! Learn more
Our 200+ systems and processes assist staff to handle any special task or role. Learn more

 

 

Want to know more about Brian? Click here! 

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Your Growth Partner

We are your "All In One" partner, dedicated to bringing you genuine and cost-effective expert back office solutions, equipped with systems and documents, data & privacy protection and excellence!

 

 

44

Happy Clients

100

% Quality Service

100

% Cost-Effective

100

% Quick Turn-around

80

Happy Staff

200

Systems & Templates

 

 

The Operations Team

We are here to provide you and your staff the best support to help you grow your business.

 

 

Brian

Brian

Chief Executive Officer
With 20 years of living and breathing financial services, I am an early adopter of technology and relish helping other financial services businesses use technology to thrive. When technology is coupled with amazing employees who love their work and are passionate about giving great client outcomes, work becomes a pleasure every day.
Ed

Ed

Chief Operating Officer
I handle the operations in the Philippines. I started with managing 3 teams across multiple businesses and helped expand the workforce to a family of 70+ happy employees. I look forward to helping your company do the same.
Barry

Barry

Office Manager
I spearhead the office management for both the Ayala and IT Park sites. I take care of what your staff need - from their office equipment and their employment-related document requests.

 

 

Gee

Gee

Concierge & Finance Officer
I act as the client's primary point of contact in communicating and training the staff about the tasks they want to be done and ensure that their outputs are up to the client's standards. I also help in supervising and motivating the staff to work with excellence, passion and integrity.
Romeo

Romeo

Finance Administrator
As a Finance Administrator, I organise our company’s day-to-day accounting procedures. I keep track and update financial records, and regularly generate payroll reports. I'm in charge of the bookkeeping, reconciliation of expenses, and other similar tasks in nature.
Bianca

Bianca

Recruitment Specialist
I spearhead the prospective staff interview and staff profiling to make sure that each client gets the right support for their business. I work closely with the rest of the operation team to ensure that the recruitment process is smooth-sailing and effective.
Kim

Kim

Recruitment Specialist/ HR Admin
I am responsible for the initial screening and test administration for prospective staff. I take care of endorsing qualified applicants to client interviews. I also handle recruitment inquiries and other recruitment-centric communication.

 

 

Tina

Tina

Human Resource
I am the company's POC for HR-related matters. I make sure that company policies are implemented and communicated efficiently. I also serve as a mediator for the employment concerns and I am deeply involved in maintaining a positive employment experience.
Joy

Joy

Admin Team
I support the operations team in our Ayala office. I work closely with the office manager to ensure that your staff is working comfortably and that their needs are provided. I also assist in preparing official business documents, essential for client and staff onboarding.

 

 

Andi

Andi

Digital Marketing Specialist
I create and manage content & digital marketing campaigns for clients to promote their products and services. I work to empower people and businesses by building their digital presence that paves a way for better opportunities.
Indy

Indy

Digital Marketing Admin
I provide administrative support to the operations team and help oversee the daily operations in our IT Park site. I also work on creating unique marketing content for our site and online platforms.
Chloe

Chloe

Digital Marketing Admin
As part of the Digital Marketing team, I help the staff and clients to execute campaigns and create content that promotes their brand.

 

 

 

 

Brian Jones
Chief Executive Officer

With 20 years of living and breathing financial services, I am an early adopter of technology and relish helping other financial services businesses use technology to thrive. When technology is coupled with amazing employees who love their work and are passionate about giving great client outcomes, work becomes a pleasure every day.

Ed Arguelles
Chief Operating Officer

I handle the operations in the Philippines. I started with managing 3 teams across multiple businesses and helped expand the workforce to a family of 70+ happy employees. I look forward to helping your company do the same.

 

 

Barry Lee
Office Manager

I spearhead the office management for all 3 sites -  Ayala and IT Park i1 and eBlock 4 sites. I take care of what your staff need - from their office equipment and their employment-related document requests.

Joy Emperio

I support the operations team in our Ayala office. I work closely with the office manager to ensure that your staff is working comfortably and that their needs are provided. I also assist in preparing official business documents, essential for client and staff onboarding.

Indy Noval
Admin Team

I provide administrative support to the operations team and help oversee the daily operations in our IT Park site. I work closely with our COO to help manage his schedule.  

Honey Caylo
Training Concierge

I manage the initial training of your financial planning admin. I also act as a Subject Matter Expert and I am in charge of providing training resource to the staff. 

Glora Paquibot
Finance Manager
Romeo Jimenez
Finance Administrator

As a Finance Administrator, I organise our company’s day-to-day accounting procedures. I keep track and update financial records, and regularly generate payroll reports. I'm in charge of the bookkeeping, reconciliation of expenses, and other similar tasks in nature.

Malyn Adial
Finance Administrator
As a Finance Administrator, I organise our company’s day-to-day accounting procedures. I keep track and update financial records, and regularly generate payroll reports. I'm in charge of the bookkeeping, reconciliation of expenses, and other similar tasks in nature.
Bianca Piano
Recruitment Specialist

I spearhead the prospective staff interview and staff profiling to make sure that each client gets the right support for their business. I work closely with the rest of the operation team to ensure that the recruitment process is smooth-sailing and effective.

Kim Jurado
Recruitment Specialist / HR Admin

I am responsible for the initial screening and test administration for prospective staff. I take care of endorsing qualified applicants to client interviews. I also handle recruitment inquiries and other recruitment-centric communication.

Tina Osorio
Human Resource Specialist

I am the company's POC for HR-related matters. I make sure that company policies are implemented and communicated efficiently. I also serve as a mediator for the employment concerns and I am deeply involved in maintaining a positive employment experience.

Andi Adonis
Digital & Content Marketing Manager

I create and manage content & digital marketing campaigns for clients to promote their products and services. I work to empower people and businesses by building their digital presence that paves a way for better opportunities.

Chloe Lear
Digital Marketing Specialist

As part of the Digital Marketing team, I help the staff and clients to execute campaigns and create content that promotes their brand.

Nhardz Yparraguirre
Office Admin

I support the operations team in our Ayala office. I work closely with the office manager to ensure that your staff is working comfortably and that their needs are provided.

Kyle Cabansay
IT Specialist

I am the resident IT guy for VA Platinum. I am working to ensure that all tools, apps and other technology your staff use for communicating and completing tasks are working. 

 

 

Brian

Brian

Chief Executive Officer
With 20 years of living and breathing financial services, I am an early adopter of technology and relish helping other financial services businesses use technology to thrive. When technology is coupled with amazing employees who love their work and are passionate about giving great client outcomes, work becomes a pleasure every day.
Ed

Ed

Chief Operating Officer
I handle the operations in the Philippines. I started with managing 3 teams across multiple businesses and helped expand the workforce to a family of 70+ happy employees. I look forward to helping your company do the same.
Barry

Barry

Office Manager
I spearhead the office management for both the Ayala and IT Park sites. I take care of what your staff need - from their office equipment and their employment-related document requests.

 

 

Gee

Gee

Concierge & Finance Officer
I act as the client's primary point of contact in communicating and training the staff about the tasks they want to be done and ensure that their outputs are up to the client's standards. I also help in supervising and motivating the staff to work with excellence, passion and integrity.
Romeo

Romeo

Finance Administrator
As a Finance Administrator, I organise our company’s day-to-day accounting procedures. I keep track and update financial records, and regularly generate payroll reports. I'm in charge of the bookkeeping, reconciliation of expenses, and other similar tasks in nature.
Bianca

Bianca

Recruitment Specialist
I spearhead the prospective staff interview and staff profiling to make sure that each client gets the right support for their business. I work closely with the rest of the operation team to ensure that the recruitment process is smooth-sailing and effective.
Kim

Kim

Recruitment Specialist/ HR Admin
I am responsible for the initial screening and test administration for prospective staff. I take care of endorsing qualified applicants to client interviews. I also handle recruitment inquiries and other recruitment-centric communication.

 

 

Tina

Tina

Human Resource
I am the company's POC for HR-related matters. I make sure that company policies are implemented and communicated efficiently. I also serve as a mediator for the employment concerns and I am deeply involved in maintaining a positive employment experience.
Joy

Joy

Admin Team
I support the operations team in our Ayala office. I work closely with the office manager to ensure that your staff is working comfortably and that their needs are provided. I also assist in preparing official business documents, essential for client and staff onboarding.

 

 

Andi

Andi

Digital Marketing Specialist
I create and manage content & digital marketing campaigns for clients to promote their products and services. I work to empower people and businesses by building their digital presence that paves a way for better opportunities.
Indy

Indy

Digital Marketing Admin
I provide administrative support to the operations team and help oversee the daily operations in our IT Park site. I also work on creating unique marketing content for our site and online platforms.
Chloe

Chloe

Digital Marketing Admin
As part of the Digital Marketing team, I help the staff and clients to execute campaigns and create content that promotes their brand.

 

 

Meet some of our Superstar Staff!

 

 

Meet Mae!

Mae is an Audit & Compliance Officer for Spotter Finance.

Meet John!

John is a Client Services Officer from Rocket Financial.

Meet Que!

Que is a Mortgage Broking VA for ANSA Finance.

Meet Niel!

Neil is a Client Services Support for Get Smart Financial Solutions.

 

Helping you plan your success. 

Contact us to get started.

 

 

OUR OFFICES

Ayala Office:
14F ACC Tower
Bohol Ave. Cebu Business Park
Cebu City, PH 6000

IT Park Office:
8F i1 Building
Jose Maria Del Mar St.,
Cebu Asiatown IT Park
Cebu City, PH 6000

CONTACT US