Welcome to Quantum Paraplanning and Professional Support

hr

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.

READ MORE

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.

READ MORE

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

Quantum News

February 3rd, 2020|0 Comments

Welcome to the first Quantum Blog of 2020. What a year 2019 was and we have so much more planned for 2020. 2019 saw the start of Quantum Professional Support (QPS) which started with a bang and has kept on getting busier every month.  QPS is designed to help advisers and practices complete research and paperwork required to make the file ready for SOA stage as well as adhoc requirements such as data collection.  In the climate of increased compliance, increasing costs, further education requirements we have found advisers looking for efficiencies across their businesses and many have found the benefit of QPS.  Our Paraplanning service is also growing, both in terms of staff as well as licensees and practices we work with. With our growing work requirements, we are delighted to announce that we have had two new staff members join us in [...]

We can help you in any project

THROUGH CREATIVE IDEAS, INNOVATION & SHEER DETERMINATION

GET IN TOUCH