Quantum Paraplanning and Support
Our Financial Planning ProcessA streamlined and supportive process that enables Financial Planners to focus on the bigger picture
DISCOVER OUR PROCESS
Create Efficiencies with Quantum’s Support
The efficiencies created when you choose Quantum for your back-office support allow you as the Financial Planner more time to generate new business and focus on providing exceptional service to your existing clients.
With Quantum on your team, you can have confidence the essentials are taken care of while you grow your business.
THE QUANTUM
Financial Planning Process
Our process is flexible and the team at Quantum can support you some of the way or all the way- from Pre- SOA through to implementation, including your Paraplanning needs. It’s up to you and what works best for your business.
Initial File
Fact Find
File Note
Strategy Outline
Pre-SoA Service
Review and Clarification
Research
Review & Submission
File Review
SOA Submission
SoA Service
Working Paper
Advice Document
Paraplanning Review
Application Forms
Implementation Approval
Client approval to commence implementation
Implementation
Implementation Process
- Adviser Completes
- quantum Completes
Testimonial
“The research, admin and financial plans are well prepared, compliant with very little rework, competitively priced and returned in a timely manner. The Support staff and Paraplanners communicate well and are always up to date with industry changes. As a busy business owner, outsourcing my paraplanning and administration needs to Quantum has allowed me to focus more on growing my business. I would be very happy to recommend them’’.
Melissa Azzopardi – MMA Financial Planning
Get In Touch
Quantum Paraplanning & Professional Support
07 5532 9516
admin@quantumcentralservices.com.au
Unit 2, 249 Scottsdale Dr Robina Q 4226