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Quantum Planning
Solutions is an Australian licensed Financial Advisor.
Our focus is to help you develop personalized strategies
in the creation and management of your assets, to
protect your family's future and the assets you have
worked to create, and to help you achieve your lifestyle
goals today, tomorrow and in the future.
Our Vision:
Enabling Wealth Through Superior
Planning
At Quantum
Planning Solutions, we are highly motivated to ensure
your financial future is protected and enhanced. Our
commitment to excellence is bred from years of
experience in providing financial planning for
individuals, small businesses and institutions,
globally.
Your financial
future needs a thorough and thoughtful solution. Here at
Quantum Planning Solutions, we will source for you
innovative products that will best suit your goals and
needs, whilst ensuring you are protected in all facets
of
your life.
Associated Services
General Insurance
QPS offers a comprehensive
General Insurance service through our joint
venture partnership with Herbert Insurance.
Please click here for direct contact with
Herbert Insurance or ask your QPS financial
Advisor on 07 5574 3322 for more information.
Tax Agency and Accounting
Services
QPS offers a full Tax and
Accountancy Service with special discounts
for our financial planning and investment
clients.
We are able to assist you
with submission of both personal and company tax
in addition to all associated services and
advice including salary packaging.
Our service includes a home
service where a registered tax agent can
complete and submit your income tax returns in
the comfort of your home.
Please contact any of our
offices or 07 55 74 3322 for further
information.
Mortgage Finance
QPS has a number of
qualified mortgage brokers throughout SE
Queensland who can assist you with mortgage
finance, refinancing, pre approved finance and
any other property or mortgage requirements.
Please contact any of our
offices or 07 55 74 3322 for further
information.
Legal and Estate Services
QPS has a formal association
with Hawthorn Cuppaidge and Badgery to
provide quality professional legal advice to our
clients and associates.
This service include drawing
up Wills, Enduring Powers of Attorney,
partnership and business agreements, sale and
purchase type agreements, property transfers and
conveyancing services, litigation and all other
legal services.
Please click the Legal
Services Link to contact hawthorns directly
or contact QPS on 07 5574 3322 for further
information or assistance.
Immigration Services
QPS provides comprehensive
immigration advice and assistance through
Hawthorns, our associated and registered
immigration agents.
These services include all
forms of visa applications, immigration
education.
Hawthorns have expert
immigration attorneys in Brisbane and Sydney
offices.
Please click the Legal
Services Link to contact Hawthorns directly
or contact QPS on 07 5574 3322 for further
information or assistance.
Associate Entities
Charter Financial Planning Limited ABN 35 002
976 294
Australian Financial Services Licensee
Licence number 234665
Principal Address:
Level 3 447 Collins Street GPO Box 2830AA
Melbourne Victoria 3000
Quantum Planning Solutions Pty Ltd, T/A
Quantum Planning, is a corporate authorised representative of
Charter Financial Planning Limited ABN 35 002 976 294.
Australian Financial Services Licensee Licence number 234 665