We, at Quantum Paraplanning, pride ourselves on:
· Offering comprehensive support to Financial Planners
· Ensuring quality and appropriate advice is provided to clients
· Alleviating burdens such as Advice Documents and Technical Research
· Enabling Financial Planners to focus on client service
Through our systemised approach and documented processes, we are able to support Financial Planners in areas such as strategy, advice documents, technical knowledge and compliance. This allows the Planners to focus more of their time in providing exceptional service to their clients.
If you didn’t know already, the Quantum Paraplanning team works closely with Financial Planners to ensure that the highest level of advice is provided to every single client. Learning to adapt to each Financial Planner’s unique style is our strength, and it allows us to better harness a team approach towards completing any advice document.
Upon submitting your request to the Paraplanning team we will provide an estimated timeframe to receive your SOA. With our help, you can rest assured that all your client-requirements are fulfilled in the shortest possible time.
We will keep you updated during critical moments and transitions of the SOA process, thus allowing you to track the progress of your project whenever required.
Thanks to our exhaustive team of Paraplanners, we are able to offer a wide range of SOA services, starting from your simple super rollover and insurance plans, down to complex strategies involving multiple SMSFs, Trusts, and Gearing strategies.
Our process-driven SOAs follow a structured compliance schedule and have Paraplanners dedicated to specific practices. This reduces errors to a greater degree and provides our clients with multiple contacts, thus ensuring open communication. We understand the importance of returning a high quality and compliant SOA to you as soon as possible, and our partners and staff are motivated and monitored on performance and the service they provide to you.