Welcome to Quantum Paraplanning and Professional Support

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Quantum is a dynamic, privately-owned independent company that offers a full back office support service to Financial Planners. We specialise and are committed to support the financial planning profession through the production of high quality, compliant Statements of Advice (SOAs), product research, product comparisons and file notes.

Paraplanning

Our Paraplanning team works closely with Financial Planners to ensure the highest quality and compliant Statement of Advice is provided to every single client. Learning to adapt to each Financial Planner’s unique style is our strength and allows us to better harness a team approach towards completing any advice document.

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Financial Planning Support

Our Financial Planning Support service provides Financial Planners with administration, research, and implementation support. This allows the Planners to focus more of their time on providing exceptional service to their clients.The Financial Planning Support team works closely with Financial Planners to help alleviate the administrative requirements in the financial planning advice process.

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Testimonials

CLIENTS LOVE US

“Dealing with Quantum for over 6 years now and they’ve been amazing to deal with the whole time. Friendly staff, great process and the work is always done to the highest quality. Highly recommend.”

Shawn Delaney, PLI Financial

“We have developed a great partnership with Quantum Support & Paraplanning. Their dedication to our compliance standards and Statement of Advice preparation is evident in all aspects of our financial planning process. We appreciate their attention to detail and commitment to supporting our clients and in turn, our business, as we continue to grow during a disruptive period in the industry.”

Kane Leerson, Income Solutions

“Working with Quantum doesn’t feel like we are outsourcing our Paraplanning and support services as we are so often in contact!

The team genuinely care and take their time whilst providing their support and services and have kind and knowledgeable staff always
available, therefore their response and turnaround times are great.

Thank you Chris Cleaver, Nathan Horvath and the rest of the Quantum team for your care and support!”

Immanuel Sarkis, Your Content Goes Here

Quantum News

LATEST STORIES FROM THE BLOG

Top 3 Financial Planning Tips That Will Help Financial Planners Save Money

October 14th, 2018|0 Comments

 Who doesn’t wish that they had ten times more money than what they already have! It’s not easy to save dollars for regular, office-going folks, but if you thought that money-hoarding is a piece of cake for financial planners, you can never be more mistaken. You, being a financial planning wizard, may be able to draw up advice documents for your clients in the blink of an eye, but when it comes to managing your own finances, you’re almost always left staring at your backlog for hours on end! So how could a financial planner go about managing his/her money? Here are 3 simple yet effective tips that will get you started on the path.   The Nuances of Budgeting: It’s easy for you to create your own budget. You know everything there is to know about your expenditure, you know the mathematics of budgeting, and you do the same [...]

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