Veda Outsourcing Solution

Veda Outsourcing Solution Additionally, you are unsure what to outsource or don’t have time to identify tasks to outsource.

We are an Australian-owned and trusted B2B outsourcing service provider, specialising in Paraplanning, Accounting/Bookkeeping, Mortgage Processing, SMSF Admin Services & Other Business Services.......
Personalised back-office solution for your business.! Veda Outsourcing Solution is an Australian-owned and trusted B2B service provider that connects financial service businesses nationwide with top-tier human resources through secure cloud-based technology. We are dedicated to supporting Australian financial services businesses in enhancing efficiency, slashing operational costs by 70%, and increasing profit margins. We have successfully assisted hundreds of financial planners, insurance providers, accountants, bookkeepers, SMSF auditors, mortgage brokers and NDIS providers in achieving their business growth. By outsourcing your unique business needs to us, you can focus on what you do best, such as building client relationships, business networking, or growing your business. Please contact us today to obtain the “Outsource Employee Essential Guide.” This resource will help you evaluate which tasks to outsource and assist you in selecting from typical business functions tailored to meet your unique needs. We offer personalised back-office solutions for your business.
* Experienced Paraplanner
* Customer Service Officer (CSO)
* Virtual Receptionist Services
* Administration Assistant
* Finance Assistant
* Accounting Assistant
* Bookkeeping Assistant
* Mortgage Broking Assistant
* Other personalised business service. Offshoring Comes With More “REWARDS” Than “RISKS” while saving your cost up to 70% cost. Please feel free to arrange a 30-minute meeting by viewing the calendar here - https://lnkd.in/g9BikWn5

Australian Accounting PracticesBusy periods putting pressure on your in-house accounting team?As your client base grows,...
17/09/2026

Australian Accounting Practices

Busy periods putting pressure on your in-house accounting team?

As your client base grows, so does the workload. When your existing team is already at capacity, growing workloads can quickly create backlogs and put additional pressure on your team.

The challenge isn’t just getting through the next busy period. It’s building a scalable support structure that increases capacity and supports your continued growth.

At Veda, we help Australian accounting practices build dedicated offshore accounting teams that work as an extension of their existing business.

Our accounting and bookkeeping teams can support you with:
✓ BAS & tax preparation support
✓ Bookkeeping & reconciliations
✓ Workpaper preparation
✓ Financial statement preparation
✓ Data entry & transaction processing
✓ Accounts payable & receivable support
✓ Client file administration
✓ Ongoing or peak-period support

More capacity for your practice. Less pressure on your existing team.

Build a support structure that can grow alongside your client base without your senior accountants spending more of their time on repetitive processing and administration.

Meet deadlines. Maintain quality. Keep your team focused.

Financial Planning Business How much of your week is spent researching products, modelling strategies and writing Statem...
15/09/2026

Financial Planning Business

How much of your week is spent researching products, modelling strategies and writing Statements of Advice, instead of advising clients?

Financial planners should be focused on financial strategy, client relationships and delivering quality advice, not spending hours completing the technical work behind every advice file.

At Veda Outsourcing, our experienced paraplanning team supports Australian financial planning practices with:
✓ Product & strategy research
✓ Statement of Advice (SoA) preparation
✓ Record of Advice (RoA) preparation
✓ Projections & scenario analysis
✓ Superannuation & investment research
✓ Insurance research
✓ Review preparation & ongoing paraplanning support

Whether you need ad-hoc paraplanning or a dedicated paraplanner, we work as an extension of your advice team. Helping increase capacity without adding more technical work to your desks.

LEAVE THE RESEARCH & PARAPLANNING TO US.
FOCUS ON YOUR CLIENTS.

More time for advice. More capacity for clients. More room to grow.

Mortgage BusinessSpending too much time on loan research, application preparation and administration instead of growing ...
13/09/2026

Mortgage Business

Spending too much time on loan research, application preparation and administration instead of growing your mortgage business?

For busy mortgage brokers, EVERY HOUR spent managing paperwork is an HOUR that could be spent speaking with clients, building referral relationships and writing new loans.

At Veda Outsourcing, we provide dedicated mortgage support to help with:
✓ Loan research & servicing calculations
✓ Application preparation & data entry
✓ Client document collection
✓ CRM & file management
✓ Lender follow-ups & application tracking
✓ Conditional approval requirements
✓ Settlement coordination
✓ Day-to-day mortgage administration

LEAVE THE ADMIN TO US.
FOCUS ON YOUR CLIENTS.

Get the support of a trained team working as an extension of your mortgage business, which will gives you more capacity without adding more administration to your day.

More time with clients. More capacity. More opportunity to grow.

Global Talent. Australian-Based Server. Secure Outsourcing. 🇦🇺When you outsource, where is your client’s data actually s...
09/09/2026

Global Talent. Australian-Based Server. Secure Outsourcing. 🇦🇺

When you outsource, where is your client’s data actually stored?

At Veda Outsourcing, our secure operating model gives you access to global talent while keeping your client data within a controlled Australian-based server environment, so your data doesn’t need to travel with your offshore team.

🔐 Australian-Based Server so Data Stays within Australian Borders
💻 Controlled Access through Secured Devices
🚫 Restricted Local Storage and Downloads
🛡️ Role-based Access and Security Controls
🔑 Multi-Factor Authentication
📊 Monitoring and Controlled User Access
☁️ Secure Cloud-Based Working Environment
🌏 Access skilled global talent
🛡️ ISO 27001-certified security framework

🇦🇺 Essential Eight-Aligned Security Designed for Australian Financial Services Businesses

Essential Eight-Aligned Security for the Australian Financial Services Industry.Financial Planners, Mortgage Brokers, Ac...
07/09/2026

Essential Eight-Aligned Security for the Australian Financial Services Industry.

Financial Planners, Mortgage Brokers, Accountants, and Bookkeepers involve handling identification documents, financial records, bank records and other confidential client information. When outsourcing, security shouldn’t be an afterthought.

At Veda Outsourcing, our technology and security environment is designed around strong security controls, including alignment with the Australian Cyber Security Centre’s Essential Eight framework. 🔐

Our security approach includes:
🔐 Multi-Factor Authentication
💻 Controlled & Secured Devices
☁️ Secure Cloud-Based Working Environment
🚫 Restricted Local Data Storage
🛡️ Access Controls & Security Policies
🔄 Regular Patching & System Updates
📊 Ongoing Monitoring & Security Management
👥 Controlled Staff Access to Client Systems

8 controls. One stronger security framework.

Combined with our ISO 27001-certified Information Security Management System, these controls provide a structured, multi-layered approach to protecting your clients’ information.

Outsource the workload. Not your security standards. 🔐

Financial planners should be spending their time “ADVISING CLIENTS — NOT MANAGING BACKOFFICE”.Yet valuable hours every w...
02/09/2026

Financial planners should be spending their time “ADVISING CLIENTS — NOT MANAGING BACKOFFICE”.

Yet valuable hours every week can disappear into:
• CRM and client file updates
• Review preparation and documentation
• Implementation and follow-ups
• Data entry and compliance administration
• Chasing outstanding paperwork

That’s time you could spend on client relationships, strategic advice, and growing your practice.
At Veda Outsourcing, we provide trained support staff specifically for Australian financial planning businesses, including:
✓ Paraplanning
✓ Client Service & Administration
✓ Implementation Support
✓ Ongoing Review Support
✓ Back-office Administration

Our goal is simple: Remove repetitive operational work from your desk so your advisers can focus on higher-value work.

Less admin. More advice. More capacity to grow.

Mortgage brokers should be "Building relationships and writing loans — not getting buried in loan administration".Betwee...
02/09/2026

Mortgage brokers should be "Building relationships and writing loans — not getting buried in loan administration".

Between collecting documents, updating CRM records, preparing applications, lender follow-ups and managing settlements, back-office work can quickly consume valuable time.

At Veda Outsourcing, we help Australian mortgage broking businesses build additional capacity with trained offshore support that works as an extension of their team.

Our mortgage support team can assist with:
✓ Client onboarding & document collection
✓ CRM & file management
✓ Loan application preparation
✓ Data entry & compliance administration
✓ Lender follow-ups and application tracking
✓ Conditional approval follow-ups
✓ Settlement coordination
✓ Post-settlement administration

The result? Less time managing paperwork and more time speaking with clients, building referral relationships and writing more loans.

You focus on clients and lending. We support the process behind it.

🏆 We are Finalists!A proud milestone for Veda Outsourcing Solution! 🏆We are incredibly proud to announce that Veda Outso...
31/08/2026

🏆 We are Finalists!

A proud milestone for Veda Outsourcing Solution! 🏆

We are incredibly proud to announce that Veda Outsourcing Solution has been named a Finalist in the 2026 Australian Women’s Business Champion Awards (Category: Service), selected from more than 3,500 entries across Australia.

This national recognition reflects the hard work and dedication of our team, the trust of our clients, and the ongoing support of our business partners and supporters who have been part of our journey.

We are incredibly grateful to everyone who has contributed to our growth. This achievement belongs to all of us.❤️
https://www.championawards.com.au/womens/finalists

Vijaya Joshi

Mortgage Brokers: Is Loan Processing Taking Up Hours You Could Be Spending with Clients?? 🏠At Veda Outsourcing, we build...
27/08/2026

Mortgage Brokers:
Is Loan Processing Taking Up Hours You Could Be Spending with Clients?? 🏠

At Veda Outsourcing, we build dedicated offshore teams that plug straight into your mortgage processing workflow.

Our team is trained, compliant, and ready to service from day one.

Our team handles:
✅ Loan application data entry & file setup
✅ Document collection & verification
✅ Lender submission & follow-up
✅ Settlement support through to close

All backed by processes aligned to Australian standards, so quality and compliance never take a back seat.

If your pipeline is growing faster than your back office can keep up, let's talk.

Please feel free to arrange a 30-minute meeting by viewing the calendar here: https://lnkd.in/gJ8wP_et


Outsourcing only works if quality and compliance don't slip. That's why it's built into how our teams are run.Every offs...
23/08/2026

Outsourcing only works if quality and compliance don't slip. That's why it's built into how our teams are run.

Every offshore support team at Veda operates under the oversight of CFP-qualified managers - not just team leads who know the software, but people who understand advice, process and the regulatory obligations behind every file.

What that means for your practice:

* Work is reviewed by managers who actually understand financial planning, not just data entry.

* Compliance isn't an afterthought - it's built into how every task is handled.

* You get the benefit of delegation without losing technical accuracy or oversight

* Your team scales, but the standard of work doesn't drop

Delegating file preparation, compliance documentation and admin doesn't mean lowering the bar. With the right oversight, it means raising your capacity without raising your risk.

That's the difference between outsourcing and outsourcing done properly.

Veda Outsourcing Solutions - specialist, CFP-supervised support for Australian financial services businesses.

Address

Greystanes, NSW
2145

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