Veda Financial Services is an Australian-owned and trusted B2B service provider specialising in Contract Paraplanning, Virtual Assistant, and Virtual Receptionist.

Our organisation collaborates with business owners of all team sizes across Australia, offering a range of services that have been highly regarded and trusted by various industry experts.

We understand that each business has unique needs and challenges. As such, we take pride in tailoring our services to meet those requirements by providing comprehensive solutions tailored to our client’s diverse needs.

Our “Contract Paraplanning Team” is based in Australia, and our onshore systems are entirely separate from those of our overseas virtual assistant team. This separation ensures that our business can meet our client’s expectations and exceed industry standards, enabling us to provide them with the highest-quality service possible.

By our services, we empower service business owners to concentrate on their business growth while achieving efficiency, reducing employee costs, and growing quicker with better control, through outsourcing and automation.

Our efficient team brings over 50 years of combined experience from diverse industries. They can be your part- time or full-time staff members and seamlessly integrate into your team through remote staffing. 

Let us help you breathe easy so you can concentrate on your business rather than just working in it.

Our Services

We offer end-to-end paraplanning solutions to financial planning firms. Our onshore paraplanners are highly skilled industry experts with over 25 years of combined experience and sound regulatory knowledge. They are dedicated to producing top-quality documents that will give you the confidence to navigate your audit session with ease.

We assist small to medium-sized service businesses in finding skilled and experienced staff at an economical cost. Our efficient team is always available to assist you in streamlining your operations and taking your business to the next level, without the hassle of maintaining an in-house team.

In today’s fast-paced business world, responsive and reliable customer support is paramount. Our virtual receptionists enhance productivity and offer business owners peace of mind by answering customer calls promptly and professionally.

Technology and Systems

We respect that the information we handle is sensitive and confidential, and data security is paramount in our business.

  • At Veda Financial Services, we prioritise data protection and take additional measures to safeguard our client’s data by using multiple layers of protection. Also, we have established effective protocols for managing, storing, and discarding client information to ensure compliance with security standards.
  • Additionally, to ensure accountability and ownership for our clients, we utilise modern, transparent, and safe technology to operate and manage our systems, which allows us to maintain scalability and success.
  • Our IT team has 15+ years of domain expertise in the industry, which empowers them with up-to-date knowledge of current Australian and Global Rules & regulations to ensure we stay compliant and ahead of the curve.

Connect with Veda Financial Services to discuss our security policy in detail.

We have a proven track record of success and are trusted by various industries.

Our organisation collaborates with business owners of all team sizes across Australia, offering a range of services that have been highly regarded and trusted by various industry experts.

Be wise with your finances and empower yourself with the knowledge of your numbers to master the art of budget planning.

Calculators

Any questions? Get in touch

Get hassle-free B2B support with Veda Financial Services and elevate your business operations without the burden of hiring in-house staff.

For all urgent enquires call us at 02 8626 7105

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Testimonials

Exceptional service! Veda Financial Solutions transformed our back-office operations. Their personalized approach streamlined our workflow and enhanced productivity.

Greg / Townsend

Highly recommend Veda Financial Services! Their tailored solutions have been instrumental in simplifying our administrative tasks, allowing us to focus on business expansion.

Mike / Melbourne

Impressed with the level of expertise and dedication from Veda Financial Services. Their back-office solutions are unmatched, providing invaluable support for our business.

John Hill / Perth

Veda Financial Services exceeded our expectations! Their team delivers efficient and effective back-office support, helping us achieve our business goals seamlessly.

Mark / Canterbury

Outstanding service! Veda Financial Services offers personalized back-office solutions that have significantly improved our efficiency and overall business performance.

Jenny / Harris Park

Veda Financial Services has been a game-changer for our business. Their personalized back-office solution has saved us time and resources, allowing us to focus on what truly matters: growing our business.

Mirriom / Sydney