Quantum Paraplanning and Support understands that every business is unique and requires a tailored approach to their work and difference services.
In this week’s Friday Five we outline five services offered by Quantum Paraplanning and Support.
Paraplanning
Quantum has a dedicated team of paraplanners who will complete a compliant advice document ranging from Record of Advice (RoA) through to complex Self-Managed Super Fund advice with gearing.
Research
We understand that advisers would rather speak with their clients than sit behind a computer and complete insurance quotes or Wealthsolvers. Quantum can assist by completing these for you and upon completion discuss your strategy and rationale with you.
CSO / Admin support
Finding staff or the time to complete admin tasks such as review appointment preparation, phoning product providers, uploading documents to xplan can be challenging. Quantum has a dedicated CSO team that can take complete these tasks enabling the adviser to continue to see clients in the knowledge that the admin is not building up on their desk.
Loan Processing and Para-Broking
As advisers develop their service offering to cater for their clients’ needs, so does Quantum. We have created a team of Loan Processors and Para-Brokers to provide further assistance to our advisers and welcoming new brokers to Quantum.
Referral to – Your Financial Planning Manager
Your Financial Planning Manager is an outsource expert in the Financial Planning industry who can assist your business with creating growth, efficiencies and improving client engagement.
Visit our website www.quantumparaplanning.com.au for more information or call Chris 0452 622 210 for a confidential discussion.