Quality Planning Solutions

QPS Provides Financial Advisers

With the added support required so that you can focus on nurturing client relationships and expanding their business.

We Bring Solutions to Make Life Easier

Offering a comprehensive range of services and delivering exceptional outcomes

Why choose us?

At Quality Planning Solutions, we offer a comprehensive range of paraplanning and support services designed to help financial advisers in delivering exceptional client outcomes.

From document preparation to strategic research, coaching and training, our services are tailored to streamline your processes and free up valuable time.
We are 100% Australian owned and operated, offering on-shore paraplanning services.
Our aim is help financial advisers like you to focus on what truly matters, nurturing client relationships and expanding your business.

7518

Completed Projects

3472

Satisfied Customers

2184

Expert Employees

4523

Awards Won

Here are 3 working steps to organize your business.

How It Works?

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Who Are We?

QPS provides financial advisers and their teams with a locally based outsourced paraplanning / back end support that focuses on quality and efficiency.

Our aim is to make it easy for you as the adviser to ensure you spend more time with your clients.

We are based in Melbourne and support businesses across Australia in all aspects of the end to end financial planning process.

If you are wanting a different solution to advice delivery, please reach out and book in a 15min call to discuss your needs.

Our Happy Customers

Customer satisfaction is our major goal. See what our customers are saying about us.

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Coriss Ambady
Financial Analyst

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Cory Zamora
Marketing Specialist

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Nikolas Brooten
Sales Specialist

“Vivamus sagittis lacus vel augue laoreet rutrum faucibus dolor auctor. Vestibulum id ligula porta felis euismod semper. Cras justo odio dapibus facilisis sociis natoque penatibus.”

Coriss Ambady
Financial Analyst

“Vivamus sagittis lacus vel augue laoreet rutrum faucibus dolor auctor. Vestibulum id ligula porta felis euismod semper. Cras justo odio dapibus facilisis sociis natoque penatibus.”

Jackie Sanders
Investment Planner

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Laura Widerski
Sales Specialist

100% Australian Team

We are Australian owned and operated, providing you on-shore services.

Secure & Compliant

Protecting user data and maintaining trust, we utilise private VPS’s, enable 2FA with regularly updated passwords and logins. Coupled with robust in-built security measures.

Quick Turnaround

Requests reviewed and quoted within 24 hours. Upon acceptance, requests will be completed within 5-7 business days.

Quality Service

The cornerstone of our customer service, driving our business and fostering long-term relationships.

Secure & Compliant

Protecting user data and maintaining trust, we utilise private VPN’s, enable 2FA with regularly updated passwords and logins. Coupled with robust in-built security measures.

Quality Service

The cornerstone of our customer service, driving our business and fostering long-term relationships.

Back Office Support

Encompassing a range of tasks allowing you to focus on customer facing activities, enhancing efficiency, reducing operational costs and improving overall service delivery.

Satisfaction guaranteed

Reinforced by the loyalty and unwavering support of our customers.

OUR FEATURES