About Quantum 4 Stages

Quantum has developed a “4 Stage Approach”, to gain Financial Freedom via a Quantum Wealth Plan.

The following video illustrates the process that is used to work with clients to achieve financial freedom and true financial independence. With an aim to accumulate sufficient assets to meet your retirement needs and goals.


4 Stage Approach are:

  • Stage 1 - Data Collection, review of Goals and Financial direction
  • Stage 2 - Concepts and Figures
  • Stage 3 - Plan Presentation
  • Stage 4 - Plan Implementation
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Stage 1 – Data Collection, review of Goals and Financial direction

This first stage Involves a meeting to discuss your current financial position, goals, needs, budget and current assets accumulated.

We will discuss various investments and taxation concepts then start calculations and modelling of the various investment outcomes.

Stage 2 – Concepts and Figures

During this step, we will verify that your data is correct and that we have determined your appropriate goals and outcomes.

We will discuss various investments and taxation concepts then start calculations and modelling of the various investment outcomes.

Stage 3 – Plan Presentation

We will now start to create your own personalized Wealth Plan.

We will have completed a review of current assets, compare with overall asset selection and discuss taxation and investment options. Calculations, modelling, review of taxation structures, retirement, insurance and various investment options are discussed. For any financial products, we will have prepared a Statement of Limited Advice (SOLA) this is required under Corporations Act by a licensed financial firm within the Quantum Group. Upon completion, we will present the Wealth Plan to you for your approval.

Stage 4 – Plan Implementation

This is the action stage.

We will activate your account, establish any taxation structures, place investments, insurance and arrange any refinance or new finance for investments, such as property, shares or managed funds.

As access to your information is critical, all investments, structures, insurances and calculations, reports and information are available 24/7 via our secure web portal.

We hope this gives you an adequate introduction to the Stages on the creation of a Quantum Wealth Plan.
Feel free to contact us for more information, case studies and examples of how we have worked with clients to create real changes and investment options to allow them to focus on the aim of reaching financial freedom earlier.

Contact Quantum on 1300 360 949 or info@quantumgroup.com.au to chat with one of our consultants to discuss your wealth and retirement needs.


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Call us at

1300 360 949

info@quantumgroup.com.au

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