Financial Planning Services - (2024)

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

Integrating a VA enables you to focus on your team on high-impact activities that produce great results.

  • 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
  • Increasing profitability
  • Liberating you from low-value tasks so you can
    focus on high-value ones

How We Can Help

The scope of the tasks is ultimately determined by you.
Below are some of the typical tasks our virtual assistants undertake in the Financial Planning industry.

General Administration

  • Work-flow task management
  • Transcribing meeting notes
  • Event planning and coordination
  • Marketing support and data mining
  • Lead generation

Paraplanning

  • Full-time paraplanning internships
  • Upskilling your VA to become a paraplanner

Data Collection and Integrity

  • Contacting product providers for client account
  • Inputting data into CRM
  • Contacting clients to gather or update personal information

Document Maintenance & Management

  • Filing documentation
  • Preparing documents for digital signatures
  • Portfolio review preparation
  • ROA preparation

Implementation

  • Completing product provider
    application forms
  • Lodge and track application progress
  • Updating CRM upon completion
  • Project Management

Client Care

  • Responding to client enquiries, answer questions, and resolve any issues that may arise
  • Managing your client inquiries & correspondence
  • Speaking to clients to book and confirm meetings
  • Managing inbound calls and emails

Our Industry Specialists

Financial Planning Services - (1)

SHIRLEY MCIVOR

Financial Planning

or send an email here.

Why VA Platinum

Data
Security

Bespoke
Recruitment

Dedicated
VA

Value for
Money

Ongoing Management
& Support

The VA Platinum team guide you every step of the way. Best part is knowing our staff have amazing facilities and are safe and so is our data. They are on top of everything and you definitely get what you pay for.

Financial Planning Services - (2)

TERRY JOHNSONKeyman Financial Services

VA Platinum has made an incredible difference to my business. The applicants are of an incredible calibre and my clients love their interactions with my team members. I don't think I could ever go back to on-shore staff.

Financial Planning Services - (3)

KATHERINE HAYESHayes and Co Insurance Services

VA Platinum has proven to be an invaluable asset to our company. We couldn't be more pleased with our ongoing partnership and we highly recommend their services to anyone seeking top-notch virtual assistance.

Financial Planning Services - (4)

GARRY MILLBURNBolder Wealth

We have been very impressed with the quality of staff we have acquired. They have certainly made a significant positive impact on our onshore team, and I look forward to continuing our partnership in the future.

Financial Planning Services - (5)

REBECCA BHUNGARDEK Financial Group

We couldn't recommend VA Platinum higher. The whole process was seamless and professional. Our team member is fantastic and an asset for our business. We are currently recruiting two more team members through VA Platinum.

Financial Planning Services - (6)

PAUL VOSTIIntro Finance Group

I cannot speak highly enough about the organisation and the people within the VA Platinum team. I would highly recommend VAP for anyone who is looking to outsource any parts / functions of their business.

Financial Planning Services - (7)

NOW FINANCENow Finance

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!

Financial Planning Services - (8)

KAREN HALLReputation by Design

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.

Financial Planning Services - (9)

MARK CROWEPanorama Financial Services

I’d put off any real consideration for years before I became a client of VA Platinum. Through previous business dealings with Brian he’d earned some trust, so I was willing to ‘give it a go’. Since that day I have never looked back.

Financial Planning Services - (10)

RYAN GILLESPIERocket Financial

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

Financial Planning Services - (11)

LINCOLN HAUGHH2T 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.

Financial Planning Services - (12)

HARLEY WESTSpotter Financial

The support I have received from VA Platinum has helped my business grow and allow me to go away on holiday for long periods of time and enjoy a perfect work life balance.

Financial Planning Services - (13)

FAYROZA ESATFinance Solutions Now

I have not only outsourced our loan processing but also the employment responsibilities to VA Platinum and I know that I am in good hands.

Financial Planning Services - (14)

ROBERT TREWINTrewin Mortgage Broking

VA Platinum has been extremely professional and responsive in understanding our needs. They went over and above expectations and have been an integral part of our ability to grow and service our client base.

Financial Planning Services - (15)

KATHERINE PILKINGTONCountrywide Finance Solutions

Tell us what you need (and we'll do the rest)

I want to find a dedicated virtual assistant to help me with my business

I want to be a Virtual Assistant and build my career with VA Platinum

Ready to work together? Let’s start a conversation.

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

Integrating a VA enables you to focus on your team on high-impact activities that produce great results.

  • 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
  • Increasing profitability
  • Liberating you from low-value tasks so you can
    focus on high-value ones

How We Can Help

The scope of the tasks is ultimately determined by you.
Below are some of the typical tasks our virtual assistants undertake in the Financial Planning industry.

General Administration

  • Work-flow task management
  • Transcribing meeting notes
  • Event planning and coordination
  • Marketing support and data mining
  • Lead generation

Paraplanning

  • Full-time paraplanning internships
  • Upskilling your VA to become a paraplanner

Data Collection and Integrity

  • Contacting product providers for client account
  • Inputting data into CRM
  • Contacting clients to gather or update personal information

Document Maintenance & Management

  • Filing documentation
  • Preparing documents for digital signatures
  • Portfolio review preparation
  • ROA preparation

Implementation

  • Completing product provider
    application forms
  • Lodge and track application progress
  • Updating CRM upon completion
  • Project Management

Client Care

  • Responding to client enquiries, answer questions, and resolve any issues that may arise
  • Managing your client inquiries & correspondence
  • Speaking to clients to book and confirm meetings
  • Managing inbound calls and emails

Our Industry Specialists

Financial Planning Services - (16)

SHIRLEY MCIVOR

Financial Planning

or send an email here.

Why VA Platinum

Data
Security

Bespoke
Recruitment

Dedicated
VA

Value for
Money

Ongoing Management
& Support

Business Owners Trust Us

The VA Platinum team guide you every step of the way. Best part is knowing our staff have amazing facilities and are safe and so is our data. They are on top of everything and you definitely get what you pay for.

Financial Planning Services - (17)

TERRY JOHNSONKeyman Financial Services

VA Platinum has made an incredible difference to my business. The applicants are of an incredible calibre and my clients love their interactions with my team members. I don't think I could ever go back to on-shore staff.

Financial Planning Services - (18)

KATHERINE HAYESHayes and Co Insurance Services

VA Platinum has proven to be an invaluable asset to our company. We couldn't be more pleased with our ongoing partnership and we highly recommend their services to anyone seeking top-notch virtual assistance.

Financial Planning Services - (19)

GARRY MILLBURNBolder Wealth

We have been very impressed with the quality of staff we have acquired. They have certainly made a significant positive impact on our onshore team, and I look forward to continuing our partnership in the future.

Financial Planning Services - (20)

REBECCA BHUNGARDEK Financial Group

We couldn't recommend VA Platinum higher. The whole process was seamless and professional. Our team member is fantastic and an asset for our business. We are currently recruiting two more team members through VA Platinum.

Financial Planning Services - (21)

PAUL VOSTIIntro Finance Group

I cannot speak highly enough about the organisation and the people within the VA Platinum team. I would highly recommend VAP for anyone who is looking to outsource any parts / functions of their business.

Financial Planning Services - (22)

NOW FINANCENow Finance

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!

Financial Planning Services - (23)

KAREN HALLReputation by Design

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.

Financial Planning Services - (24)

MARK CROWEPanorama Financial Services

I’d put off any real consideration for years before I became a client of VA Platinum. Through previous business dealings with Brian he’d earned some trust, so I was willing to ‘give it a go’. Since that day I have never looked back.

Financial Planning Services - (25)

RYAN GILLESPIERocket Financial

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

Financial Planning Services - (26)

LINCOLN HAUGHH2T 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.

Financial Planning Services - (27)

HARLEY WESTSpotter Financial

The support I have received from VA Platinum has helped my business grow and allow me to go away on holiday for long periods of time and enjoy a perfect work life balance.

Financial Planning Services - (28)

FAYROZA ESATFinance Solutions Now

I have not only outsourced our loan processing but also the employment responsibilities to VA Platinum and I know that I am in good hands.

Financial Planning Services - (29)

ROBERT TREWINTrewin Mortgage Broking

VA Platinum has been extremely professional and responsive in understanding our needs. They went over and above expectations and have been an integral part of our ability to grow and service our client base.

Financial Planning Services - (30)

KATHERINE PILKINGTONCountrywide Finance Solutions

Tell us what you need
(and we'll do the rest)

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

  • Find out how a VA can be a wonderful
    addition to your team
  • Gain insights on what tasks to give
    your VA that suit your business needs
  • Know what type of virtual assistants to choose
  • Introduction to VA Platinum culture
  • Learn more about our security measures
  • Discover what we're doing to keep
    VAs fulfilled and happy
  • Everything else you need to know

Data Security

Dedicated VAs, not shared

Bespoke recruitment

I want to be a Virtual Assistant and build my career with VA Platinum

Financial Planning Services - (2024)
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