Highly Trained Outsourcing Solutions for the Australian Financial Industry
Outsource Smarter.
Grow Faster.
Australian-owned outsourcing company for financial planners, accountants, bookkeepers, mortgage brokers, NDIS providers,
SMSF administrators and other business service providers.
Highly Trained • ISO-Certified • All data stays in Australia • Office-Based Team • Reliable Staff
Our Core Services
We Provide Outsourcing Service to Financial Industry
Financial planning industry is highly demanding and difficult to manage multiple clients, which is why it’s best to get assistance from outsourcing experts. Our team of paraplanners are highly skilled industry experts with extensive regulatory knowledge. They can start assisting you from day one, without any training.
Streamline your business operations and focus on growth with an expert outsourced accounting/bookkeeping partner. We understand that managing a business while simultaneously handling various tasks and responsibilities can be quite challenging.
Many financial service businesses are either facing high workloads or unable to deliver customer service as they desire, which is why it’s best to get assistance from outsourcing experts. We offer Virtual Assistant Services, providing skilled staff to help streamline your business operations.
Empowering Your Mortgage Broking Business Through Expert Outsourcing In today’s competitive financial landscape, mortgage brokers must deliver outstanding service while managing rising costs and regulatory challenges. At Veda Outsourcing Solutions, we specialise in providing tailored mortgage broking outsourcing solutions that allow brokers to focus on building relationships and closing deals rather than managing day-to-day operations. … Continue reading Mortgage Processing
Veda Outsourcing is an active member of various business networking communities. These relationships enable us stay sharp,
sharing ideas and building meaningful collaborations.
We’re fully certified and compliant so you have complete peace of mind.
Outsourcing Staffing Solutions for Australian Financial Professionals Founded and Managed by an Australian Financial Professional
We provide fully managed offshore teams for any financial organisations of all size and types to handle repetitive tasks and compliance while saving up to 70% in operational costs.
Let us handle the work that slows you down so you can focus on what you do best, such as building client relationships, business networking or growing your business.
Outsourcing for the Australian Financial Industry
Does the following sound familiar?
- endless hours of compliance work
- never-ending repetitive admin task
- rising local staffing and hiring costs
- recruitment or retention challenges
- staff turnover risk and retraining
- pressure to deliver accurate reports
- client service with limited resources
- concerns about outsourcing risks, security and reliability.
We understand. Our founder is an Australian Financial Specialist too!
and we know how overwhelming it can be to decide what to outsource.
Outsourcing for the Australian Financial Industry
Endless hours of compliance
work
Never-ending repetitive admin task
Rising local staffing and hiring costs
Recruitment or retention challenges
Staff turnover risk and
retraining
Pressure to deliver accurate reports
Client service with limited resources
concerns about outsourcing risks, security and reliability
We understand, Our founder is an Australian Financial Specialist too! and we know how overwhelming it can be to decide what to outsource.
Veda Outsourcing Solutions
Proven results for Australian financial industry
Outsourcing company founded by an Australian Financial professional
When financial firms choose outsourcing, they want more than just extra hands.
You want precision, security and measurable results that strengthen your business. At Veda Outsourcing Solution, our teams are built to deliver exactly that.
100% error-free documents delivered
Accuracy
Up to 70% reduction in staffing costs
Cost-efficiency
Average task completion within 48 hours
Turnaround
60% increase in professional capacity
Client growth
Discover the ideal Financial Industry Outsourcing Solution.
slash operational costs and scale your business with expert support.
- Australian-owned and managed
- ISO-certified for full data security
- Australian software acquaintance team
- CFP-qualified paraplanning managers
- Office-based staff ensuring reliability
- Australian-based data servers
Who we help and how we make a difference
Our Veda team culture in action
A great client experience starts with a great team culture.
That’s why Veda builds an Australian-style workplace in India that is structured, secured, efficient, professional and inclusive.
Your financial trained outsource team is supported, supervised and motivated, which means lower churn, higher accuracy and better results for your practice.
Reliable Outsourcing Services
Our services are trusted
by various industries and professions
The Veda difference: offshoring built for Australia’s financial industry
Finance-Qualified Talent
Every team member comes from a finance background, trained for Australian systems, compliance and accuracy.
Security First
Office-based staff with biometric entry and Australian cloud servers keep your client data secure.
Compliance Guaranteed
Ongoing training and ISO-certified processes ensure work stays aligned with legislation and industry standards.
Built for Scale
Custom setups, documented SOPs and quality checks provide seamless continuity
as your business grows.
Hassle-Free Team Management
We handle all team management tasks so you can focus fully on growing your business.
Continuous Quality Oversight
Our Australian management team reviews processes and provides monthly feedback to continuously improve your service.
Testimonials
Feedback from our Clients
This paraplanning service has been a lifesaver for a very busy practice. They deliver accurate, compliant reports quickly, freeing up time for the advisers I work with to focus on their business. Professional, reliable, and easy to work with — highly recommended for any adviser feeling overwhelmed.
Vijaya's service is next level. She's a good communicator and focuses on building relationship with her clients. Happy to recommend her to anyone looking for quality resources.
Vijaya and her team provide comprehensive paraplanning service. They strive to achieve the highest standards and deliver plans in a timely manner.
Veda and the team have been a big help in managing my mortgage business workload with efficiency and speed since last year. Their reliable support help me to free up more time to focus on my clients rather than dealing with daily operations. Thank you for your ongoing support.
Their understanding of financial services processes, attention to detail, and ability to handle complex administrative tasks have made a real difference to our efficiency.
We have been using Veda's services since last year and they have made a significant impact on our operations. which allowing us to accommodate more clients in our business. Vijaya Joshi and her team work with great professionalism. I highly recommend them to any accounting firm seeking to streamline their accounting operation.
As an accountant, efficiency and accuracy are critical to my work. Partnering with Veda Outsourcing has been a game changer for us. Their team is professional, reliable, and consistently delivers high-quality support that allows me to focus more on client relationships and strategic advice. I highly recommend their services to any accounting professional looking to streamline their workload and scale effectively.
Outsourcing with Veda is simpler than you think
1. Discovery Call
We get to know your business requirement and outline the customised bespoke plan.
2. Matching
We screen candidates and give you 3-4 CVs per role so you can choose the right one.
3. Onboarding
You select your ideal candidate and we set everything up for you.
4. Day One Ready
Australian experienced staff can start serving you from day one.
The smarter way to resource Australian financial services, overseen by a Financial Professional
We work with Australian financial firms, providing finance-trained staff who are productive from day one.
With ISO-certified security, flexible engagement models and built-in quality checks, Veda helps financial planners, accountants, bookkeepers, mortgage brokers and SMSF administrators to slash operational costs up to 70%, boost accuracy and focus on growth.
We offer you the gold standard in data protection
In financial industry, trust is everything. That’s why Veda builds security into every layer of our operations, so your client data is always safe and compliant.
- ISO 27001 & ISO 9001 certified systems with strict compliance controls
- Microsoft servers located in Australia
- Office-only staff with biometric entry, CCTV, no mobile phones policy or USBs/printer disabled systems
- Police checks & confidentiality agreements for every employee
- Trusted IT specialist with two decades of Australian industry expertise
- Comprehensive cyber insurance plus a documented breach response plan
We respect that the information we handle is sensitive and confidential. Veda has established strict protocols for managing, storing and securely discarding client information, ensuring full compliance with security standards.
We know your client’s data isn’t just information, it’s your reputation.
Your Outsourcing Partner in Smarter Operation
Veda isn’t just an Australian financial outsourcing provider.
We’re your smarter operational partner.
We help Australian financial firms streamline workflows, reduce
compliance risks and focus on client growth.
From cutting costs to improving turnaround times, our
ready-trained teams deliver results that make a real difference.
Ready to rethink offshore support?
Let’s make your offshore finance team a high-performing, scalable solution.
Discover how our specialist teams support your business growth with efficiency and compliance.
Ready to elevate your operations? Contact us today.
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Veda Outsourcing Solution FAQs
What industries do Veda Outsourcing Solution serve?
We specialise in financial planners, accountants, bookkeepers, mortgage brokers and SMSF administrators. We also support NDIS providers, buyers agents and business brokers, providing ready-trained staff who understand your processes and compliance needs.
Is my client data safe? Where is it stored?
All data stays within Australian borders on secure Microsoft servers. Staff work exclusively via Microsoft Virtual Desktop, with no ability to save client data locally, ensuring top-level security and compliance.
How quickly can I get started?
Once you approved your staff and engaged, we manage A-Z onboarding so you can hit the ground running with minimal delay.
What if I don’t like the staff assigned?
No worries. We offer a replacement guarantee. If the fit isn’t right, we provide alternative profiles at no extra cost, ensuring your offshore team always meets your standards.
Our Key Services and Solutions
Outsource accounting, Outsourced bookkeeping, Bookkeeping and accounting services, BAS and GST preparation, Payroll processing, Accounts payable and receivable, Virtual bookkeeping services, Reconciliation services, Outsourced mortgage broker services, Mortgage broker support Australia, Mortgage broker admin support, Professional outsourcing services, Finance and accounting outsourcing, Data entry outsourcing, Outsourced services Australia, Affordable paraplanning services, Outsourcing paraplanning, Paraplanning outsourcing for advisers, Remote paraplanners for financial advisers.
