Quantum Planning runs a Dynamic Equity Model in which investors are able to particpate and all key staff are offered shares based on performance.
Our strategic plans are to grow our business through acquisition of smaller individual practices and or 'books' which when added to our growing Funds Under Advice and Trail Income create an immediate increase in commercial value. Inevitably scale brings ever increasing value and Quantum Planning is now at the stage where additional acquisitions will add directly to our bottom line profits.
Private Investors are able to invest into our business on a low risk and high return basis. Essentially we buy the following assets either individually or in combination and then add value by creating high levels of advisor activity and revenue growth.
a] Trail Income - This is passive income received from financial institutions for the ongoing service of these clients. Trail income is mostly 'sticky' and if insurance orientated tends to also increase with time/clients age and CPI.
b] Funds Under Management - The value is mostly based on volume and whenever we purchase Funds under Management [FUM] and add this to our existing volumes we are able to create immediate additional commercial value.
c] Client Base - Most client bases have not been properly or recently serviced and therein lies the commercial opportunity. Our Quantum Planning advisors implement a regular service program which inevitably creates additional business and therefore value.
Investors are able to invest passively into these 'books' with the Quantum shareholders and partners. Projected yields are way above traditional investment rates with most 'books' bought at between 2 and 3 times trail.
For further information please contact our Ceo Gary Scallan on 07 5509 8999.
