A dynamic, independent, specialist Paraplanning business committed to supporting the Financial Planning Industry
We exist to provide support to Financial Planners, if this is you – we’re here to create more time in your day.
By providing back-office support, we create efficiencies. Essentially allowing you, as a Financial Planner, to focus on building relationships and delivering exceptional service to your own clients. From pre-SOA through to implementation, Quantum can support you and your business.
Offering comprehensive, personalised support to Financial Planners
Reducing the time spent on client files, allowing more time for new business
Creating more time in your day by assisting with time-consuming tasks
Virtual General Manager for Financial Planning Businesses The demands of Financial Planners in running their own business and attending to their client needs have never been greater. Why is it that some businesses however continue to outperform? They engage...
For More Information: https://quantumparaplanning.com.au/partners It can be challenging running a sole adviser practice. Sole Practitioners are responsible for everything. Client advice and relationships and everything else like paying the staff, practice...