Manage your own practice today

Hello, my name is Bill Mackay and I am the CEO of Quantum. Like you, 15 years ago I took the then daunting step of leaving an established business to set up my own financial planning practice and so am aware of the issues and risks that you face.

Lessons learnt

I would like to share with you some of the lessons I gained through that process. For instance the questions that you should be asking of a prospective licensee and indeed of yourself of yourself and some of the steps that you should be taking today.

Free resource

Our research staff have compiled the thoughts of Quantum's senior advisors and has published a White Paper entitled "Starting your own financial planning practice". Not only does this 15 page report provide you with a comprehensive approach to setting up your own practice but it also contains links to 50 free online resources that will assist you through this process. Call us on (02) 9440 8084 to arrange a meeting with us where we can provide with a copy.

No risk - no return

As an established financial planner, you should be well aware that if you do not take any risk you cannot expect any return. Leaving the relative safety of a large product-tied licensee and setting up your own practice is undoubtedly a risk. However we, like you, believe it is a risk worth taking and at Quantum we are in the business of helping you managing those initial risks as you establish your business.

The Quantum advantage

We are a boutique financial planning practice that is committed to a high level of ethics, education and client service. As we are independently owned with no products of our own, we ensure the clients' needs always comes first. As a non bureaucratic organisation we are committed to our advisors success, ensuring you have the tools and skills necessary to get on with your client-focused activities.

Feel free to contact us today

Please call us in the strictest confidence today on (02) 9440 8084 and ask to speak to either our Chief Operating Officer, Tim or to me. We wish you well as you embark upon this major step in your career - good luck and enjoy the challenges and rewards!