VA Platinum

VP

Managed Service

VA Platinum

Philippine assistants specialized for financial advice and mortgage firms.

VA Platinum provides dedicated assistants from the Philippines with training for financial planning practices, mortgage brokers, and accounting firms. It is Australian-run and manages the staff.

At A Glance

Headquarters

Australia

Regions Served

Philippines

Pricing Model

Monthly fee for a dedicated assistant

Best For

Financial services and mortgage brokers

Specialties

Paraplanning support, loan processing, admin, bookkeeping

Price Tier

Mid-Range

Engagement

Full-Time Dedicated

What VA Platinum Does

Assistants are trained on the compliance-heavy workflows of finance firms.

It is a strong pick when you need specialist support beyond general admin.

How Pricing Works

VA Platinum uses a monthly fee for a dedicated assistant model. Managed services charge a monthly fee that covers the assistant’s pay, supervision, and replacements. Because the provider employs the assistant, payroll, compliance, supervision, and replacements are all handled for you, so one predictable monthly fee covers the whole relationship.

Who It Is Best For

VA Platinum is a strong fit for financial services and mortgage brokers. Its talent is based in Philippines, so check that the time zones line up with the hours you need covered.

Good Questions To Ask On Your First Call

  • Ask who your day-to-day contact is and how questions get handled.

  • Ask about working hours, holidays, and backup coverage.

  • Confirm data security practices, especially if the assistant will handle customer data.

Profiles on this site are written from public information and are not endorsements. Confirm current pricing and terms on the company’s website before you decide.

Before You Commit

Questions To Ask Any Virtual Assistant Company

Use these on the first call. Clear answers are a good sign. Vague ones tell you something too.

Who employs the assistant, and who pays them?

The answer decides your legal exposure, your costs, and who handles problems.

What exactly did you check before introducing this person?

Ask for the English test, the skills assessment, and the reference calls, not a summary.

What happens if it is not working after two weeks?

Replacement terms, refund windows, and notice periods should be in writing.

Which hours will they work, and in what time zone?

Overlap with your day matters more than the region name on the website.

How do you handle data security and access?

Passwords, customer data, and payment details need a process, not a promise.

What is the total monthly cost, including fees?

Placement fees, platform fees, and payroll charges add up. Get one number.

Prefer A Managed Search?

We recruit in Latin America, the Philippines, and South Africa, vet every candidate, and send you a shortlist. You make the final call.