Quantum Planning has a five year strategic plan to achieve the following:
a] Funds under Advice of A$ 500 million
b] Sustainable Trail income including Advisor Fees and Trail Commissions of $2.4 million
c] 20 active Financial Advisors committed to our vision and values and clear KPI's.
d] A dynamic Equity/Partnership Model in which all advisors and key staff are offered shares based on their contribution to the business.
e] A business in which people are valued and treated with respect and in which staff are selected based on their positive energy, work ethic and a shared value system which includes giving more than we take or expect.
f] A business which offers extraordinary opportunity for personal and professional growth in an environment which is fun, positive and nurturing.
