Quantum Paraplanning is a dynamic, independent, specialist Paraplanning business committed to supporting the Financial Planning Industry. We exist to provide support to Financial Planners, creating efficiencies and allowing them to focus on building relationships and delivering exceptional service to their clients. Our team of experienced and new Paraplanners with diverse skills and technical knowledge are dedicated to delivering extraordinary service.
Quantum offers comprehensive, personalised support to Financial Planners, reducing the time spent on client files and assisting with time-consuming tasks. From pre-SOA through to implementation, we provide back-office support to help Financial Planners streamline their operations and free up more time for new business opportunities. With over 14 years of experience, we work with a variety of licensees and software programs to cater to the unique needs of each client.
Quantum Paraplanning and Support is proudly 100% onshore in Australia, offering services such as technical sounding board support, pre-SOA services, and the production of high-quality, compliant Statements of Advice (SOAs). Our commitment to delivering results for our clients sets us apart in the industry, and we continue to strive for excellence in all aspects of our business operations.