For Financial Services Firms · AU · NZ · UK · US
Build a practice
that
works without
you.
Build a practice that
works without you.
Most practices are held together by the principal. That’s not a people problem, it’s a structural one. ABP fixes the structure: consulting-led, offshore-delivered, ISO 27001 certified.
ABP by the numbers
ISO 27001 Certified Operations
Independently audited information security
Practice management
Growth Advisory
Off-shore delivery
AI Enabled
- ISO 27001 certified offshore paraplanning — dedicated teams operational in 4–6 weeks.
REAL CLIENT OUTCOME
From 6% margin to 30%.
Same adviser. Same clients.
A boutique financial planning practice. One principal adviser, one client service officer, 60 clients. The adviser was working 50-hour weeks – 80% of his time on research, SoA writing, and implementation. The business was running but not growing.
before abp
PHASE 01 — PART-TIME PARAPLANNER (20 HRS/WEEK)
ABP deployed as a dedicated part-time paraplanner. Adviser redirected freed time toward business development and improving client value proposition.
PHASE 02 — FULL-TIME ADMINISTRATION OFFICER
ABP deployed as a full-time admin officer. Adviser now outsources 90% of administration work - another 25% of time recovered.
PROFIT MARGIN IMPROVEMENT
6% to 30%
A 5× improvement. Same practice, same clients, same adviser - different structure.
- Watch: Unveiling the Hidden Gem — Sri Lanka's BPM Industry
I’ve spent over a decade in financial services across three markets. The same problem kept showing up – good advisers, good practices, completely stuck because the operational structure underneath was never built right. That’s why ABP exists. Not to give you cheaper staff. To help you build a better business.
Ushan Nadarajah
Managing Director & Co-Founder · Astute Business Partners
How We Do It
Consulting-led.
Offshore-delivered.
Most financial services firms aren’t strategically limited – they’re operationally constrained. The opportunity is there. The capacity isn’t. ABP bridges that gap: we consult first, then build the offshore capability to execute.
“We have a combined 30+ years of financial services experience across the UK, US, and AU/NZ – including global banking, wealth management, and advisory. That depth is what makes our consulting credible.”
UK
Market experience
US
Market experience
AU
Market experience
HSBC
Our Model
Consult. Design. Deploy. Scale.
A structured engagement model that moves from strategic diagnosis to operational delivery without losing momentum at any stage.
Consult
We understand your business deeply – goals, gaps, and growth constraints.
Design
We build the operational blueprint – team structure, workflow, technology, and delivery model.
Deploy
We hire, train, and onboard your dedicated AI-enabled offshore team – operational in 4–6 weeks.
Scale
We manage performance, integrate AI improvements, and scale your team as your firm grows.
Phase 01 - Consult
Strategic Diagnosis
- Practice audit and operational assessment
- Revenue and capacity gap analysis
- Growth objective mapping
- Cost structure review
Phase 02 - Design
Operational Blueprint
- Offshore team structure design
- Workflow and process documentation
- Technology and AI tooling selection
- SLA and governance framework
Phase 03 - Deploy
Team Activation
- Talent sourcing from top-tier graduates
- Domain and systems training
- AI workflow integration
- Go-live in 4–6 weeks
Phase 04 - Scale
Continuous Growth
- Performance management and QA
- Ongoing AI capability uplift
- Team expansion as you grow
- Quarterly strategic reviews
Seen enough? Let's talk about
your practice specifically.
30 minutes. No pitch. We’ll assess your operational constraints and tell you honestly what an ABP engagement could do for your firm and what it can’t.
- ISO 27001 Certified
- No commitment
- 30-minute
Our Talent Base
Why Sri Lanka?
One of the most underrated outsourcing destinations for professional services – deep talent pool, strong compliance culture, significant cost advantage.
Top-Tier Graduate Talent
Our professionals are graduates from Sri Lanka’s leading government and private universities – selected for academic excellence, technical depth, and professional aptitude. This is not a commodity talent pool.
English-First Professional Culture
Sri Lanka has one of the highest English proficiency rates in South Asia. Our professionals communicate clearly, collaborate naturally, and integrate seamlessly into your team’s existing workflows and culture.
Strong Compliance Culture
Sri Lanka has a well-developed regulatory and professional services sector. Our professionals are trained in compliance-first mindsets – essential for financial services delivery where accuracy and governance are non-negotiable.
Significant Cost Advantage Without Quality Compromise
Hiring equivalent talent in the UK, US, or Australia costs 3–5x more than equivalent Sri Lankan professionals – without any reduction in output quality. This is the structural cost advantage that makes offshore delivery viable as a long-term strategy, not just a short-term fix.
Proven Outsourcing Infrastructure
Sri Lanka is home to a mature BPO and professional services export industry, with established data centres, reliable connectivity, and a government actively investing in the digital economy. ABP operates from this infrastructure – with ISO 27001 security layered on top.
- Watch: Unveiling the Hidden Gem - Sri Lanka's BPM Industry
Built by Practitioners
30+ years · HSBC Alumni · ISO 27001 · UK · US · AU/NZ
Our leadership team has worked at every level of global financial services from banking floors to boutique advisory practices.
Still Not Sure?
The three questions every firm asks us.
Direct answers. No spin.
Objection 01
"Will the quality actually be good enough?"
- Every engagement starts with a consulting phase - we design the workflow before a single task is delegated
- Domain-specific financial services training - not generic offshore staff
- ISO 27001 means quality processes are externally audited, not self-declared
96% SoA audit score achieved · 10,000+ advice documents delivered across 30+ AU practices
Objection 02
"Is my client data actually safe?"
- ISO 27001 - the same standard used by global financial institutions
- Independently audited annually - not self-assessed
- Full security documentation provided to your compliance team on request
ISO 27001 independently audited · compliance sign-off typically achieved within 7 days
Objection 03
"Will I lose control of my operations?"
- The opposite. We document and systemise workflows that were previously informal - you gain more visibility, not less
- Your team works inside your systems, your processes, your SLA framework
- You own strategy and client relationships - we own delivery
40% of principal time recovered on average · redirected to clients and growth
Free Practice Growth Diagnostic
What is your practice actually worth?
Six inputs. Three outputs. Defensible numbers — built on actual AU financial planning benchmarks.
What is your annual recurring revenue?
Include ongoing service fees, retainers, and trail commissions. Exclude one-off or project revenue.
Calculating...
Benchmarking your inputs against AU financial planning practice data.
Unlock your business value gap — and your full diagnostic.
We'll also send you a one-page PDF summary of your results, including the three highest-leverage changes you can make to increase your practice value.
Ready to unlock your
practice's real potential?
Ready to unlock your practice's
real potential?
Book a 30-minute discovery call. We will assess your practice, identify the constraints, and show you what an ABP engagement looks like.
- ISO 27001 Certified
- No commitment required
- 30-minute call
- Financial services specialists