Pacific Star Financial Planning has been working closely with Patrick at Quality Planning Solutions since June 2022. As our dedicated paraplanning service we rely on QPS for more than just advice documents. Pat and his team provide compliance, research and strategy support to our small but busy practice. Always reliable, always efficient and showing a deep understanding of what we need and our clients expect to provide the best service possible. The value that QPS adds to our service offering is second to none, and we would have no hesitation in recommending Pat and his team to other practices.

T Phillips

I am thrilled to share my experience working with Patrick & Maryanne as support for my clients and my business. From the very beginning, they have demonstrated exceptional professionalism, knowledge, and genuine care preparing SOA and ROA with extensive modelling, and back office support.I highly recommend QPS to anyone seeking professional and personalized service. Their expertise, communication skills and dedication make them an invaluable resource. Working with QPS has positively impacted my professional and personal life, and I am excited to continue this journey with them by my side.

D Bansal, Mitcham

I have returned back from a break and I was reflecting on our relationship in the last 12 plus months. I am writing to say a massive THANK YOU for the services you and your team have provided thus far. We have found them extremely thorough, professional and compliant. Your attention to detail and customised advice document means that we save time, which is very valuable to us. We would highly recommend your organisation to any advice firm looking for professional paraplanning solutions. Keep up the great work and we look forward to working closely with you.

K Desai, Essendon

Pacific Star Financial Planning has been working closely with Patrick at Quality Planning Solutions since June 2022. As our dedicated paraplanning service we rely on QPS for more than just advice documents. Pat and his team provide compliance, research and strategy support to our small but busy practice. Always reliable, always efficient and showing a deep understanding of what we need and our clients expect to provide the best service possible. The value that QPS adds to our service offering is second to none, and we would have no hesitation in recommending Pat and his team to other practices.

T Phillips

I am thrilled to share my experience working with Patrick & Maryanne as support for my clients and my business. From the very beginning, they have demonstrated exceptional professionalism, knowledge, and genuine care preparing SOA and ROA with extensive modelling, and back office support.I highly recommend QPS to anyone seeking professional and personalized service. Their expertise, communication skills and dedication make them an invaluable resource. Working with QPS has positively impacted my professional and personal life, and I am excited to continue this journey with them by my side.

D Bansal, Mitcham

I have returned back from a break and I was reflecting on our relationship in the last 12 plus months. I am writing to say a massive THANK YOU for the services you and your team have provided thus far. We have found them extremely thorough, professional and compliant. Your attention to detail and customised advice document means that we save time, which is very valuable to us. We would highly recommend your organisation to any advice firm looking for professional paraplanning solutions. Keep up the great work and we look forward to working closely with you.

K Desai, Essendon

Patrick and his team have worked with me for several years, helping improve my file management and back-office support. Their SOAs are excellent and detailed. I highly recommend QPS for any team needing backend support.

R Nous