Success in a financial planning business is about having great people caring
for your clients.

We can help you deliver your ideal client experience by providing dedicated virtual assistants.

By integrating a dedicated virtual assistant into your team, you can focus on high-impact activities and see improvements in the following areas of your business:

  • Giving you more time to focus on business growth
  • Nurturing relationships with clients and prospects
  • Improving client retention
  • Managing and exceeding client expectations
  • Ensuring you meet regulatory requirements
  • Managing and maintaining client data
  • Increase profitability
  • Liberate you from low-value tasks so you can
    focus on high-value ones

Meet one of our Financial Planning virtual assistant

Get ongoing support from a dedicated VA

HOW WE CAN HELP

Here is a sample of some of the typical tasks our virtual assistants in the Financial Planning industry can do for you. The scope of the tasks is ultimately determined by you.

How we can help

Here is a sample of some of the typical tasks our virtual assistants in the Financial Planning industry can do for you. The scope of the tasks is ultimately determined by you.

General Administration

Paraplanning

Data Collection and Integrity

Document Maintenance & Management

Implementation

Client Care

Why VA Platinum?

Why VA Platinum?

Data
Security

Bespoke
Recruitment

Dedicated
VAs

Value for
Money

Ongoing Management
and Support

CLIENT TESTIMONIALS

The support of VA Platinum, from recruitment, training, mentoring, HR, payroll management, to checking in on staff development and welfare, has been integral to building a team of highly respected, connected, professional and highly skilled mortgage broking virtual assistants. My business has year on year, gone from strength to strength, with my faith and trust in the management at VA Platinum meaning I now have 7 VA's, who take great pride in their work, our achievements as a team, in their support of me, and most importantly, the outcomes of each and every one of our clients. I could not have achieved the success I have, without their support. Highly recommended.

Rachael Bland Founder & CEO, Get Smart Financial

We are thrilled to be part of the VA Platinum team. There’s no wonder you guys are growing at the rate that you are. Keep up the good work.

Mark Crowe Senior Advisor & Director, Panorama Financial Services

I can’t tell you how amazing it is to have my staff member’s help every day. It is truly making a big difference in my ability to get my work done and grow the business. Thank you so much!

Karen Hall Director, 101 Things

Our VA's have been brilliant and VA Platinum provides excellent service, really cares for the staff members and are extremely responsive to any requests we might make of them. Highly recommend them.

Andy McGorlick Mortgage Broker, Loan House

Offshoring had sounded like a good idea for some time, but where to start? I'd put off any real consideration for years before I became a client of VA Platinum. At the time, I felt I was taking a leap of faith in Brian, through previous business dealings he'd earned some trust, so I was willing to 'give it a go'. Since that day I have never looked back....

Ryan Gillespie Senior Adviser & Director, Rocket Financial

I've been working with Brian and VA Platinum as a client of his Philippines offshore staff... the virtual assistant he has provided me has been a wonderful addition to my team and I am consistently blown away by their professionalism and work ethic.

Lincoln Haugh Founder & CEO, H2T Financial Services

...You quickly get a sense of a positive environment and a hard-working team at VA Platinum. Brian has built a great rapport with the staff. I have been very happy with the output to date.

Harley West CEO, Spotter Financial (owned by Rate Detective)

    Book a FREE, no-obligation consultation
    and get these benefits:

    Well-remunerated VAs
    Dedicated VAs, not shared
    Bespoke recruitment

    Get ready to understand how you and your financial planning business can benefit from a dedicated virtual assistant

    Copyright ©2020 VA Platinum Pty Ltd. All rights reserved.

    Copyright ©2020 VA Platinum Pty Ltd. All rights reserved.