Quality Para Planning in Sydney | Financial service

Quality Para Planning

Locality: Sydney

Phone: +61 1800 010 784

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25.01.2022 The Face of Quality Para Planning. Youve spoken over the phone, told her your life story and shes provided you with great service. Karina, QPPs Managing Director! With a desire for independence, combined with the need for flexibility and her skill sets, it became clear that Karina was well placed to provide a Paraplanning service to Advisers that they could have faith in and a system that they can trust to deliver all their advice documents on time, for a fixed fee. Ka...rina believes that she has since been able to achieve this at QPP. Its her goal to make sure that we can continue to evolve to meet our customers advice document requirements with speed, accuracy and compliance. If you need help with your SoAs or just want to chat, Karina is here for you. Weve made even easier to chat with Karina, check out our online appointment scheduler and book a time that suits you.

24.01.2022 ASIC released a report on the superannuation industrys progress in improving consumer outcomes in relation to life insurance provided through superannuation. Check out the QPP Blog for this months compliance article.

23.01.2022 How's your Advice Document backlog looking right now? At Quality Para Planning we can help you prioritise your Advice Document queue, to help you implement your recommendations to your clients sooner. Whether you’re looking for one-off support, or you run a practice and need ongoing paraplanning support, QPP can help you. Book an appointment with our in-house expert today! Click here: https://bit.ly/2RtUVAE

23.01.2022 This months technical article takes a look at when you can no longer work due to invalidity or disability and the tax implications to consider on any payments received from your employer or super fund. You may be eligible to withdraw if you meet a condition of release as a result of retirement due to permanent incapacity or invalidity. For more information check out our latest blog.

22.01.2022 We are seeking a Senior Paraplanner to join the QPP team! If you are interested, please apply through the seek website.

22.01.2022 Are you still acting in the best interest of your clients? Find out what to avoid when giving advice by checking out our recent blog post

21.01.2022 We believe outsourcing your paraplanning is a good alternative, although were slightly biased... Weve written a short insight into the advantages of outsourcing. Check out our latest blog to see why outsourcing is the best solution for you and your business.

20.01.2022 What could be more satisfying than helping your clients achieve their goals in life? As Advisers you know productivity is the key to success; less time spent writing SoA documents and more time spent with clients and prospects to help them achieve their goals. Outsourcing can help your business delegate important tasks towards work that serves the customer, and it can help you set your priorities more clearly. ... Whether youre looking for one-off support, or you run a practice and need ongoing paraplanning support, QPP can help you. Book an appointment with our in-house expert today!

20.01.2022 Its the middle of December and 2019 is coming to a close. For the last 12 months, weve all worked as hard as we can and at this time of year, we can easily feel overwhelmed and deflated. Knowing what you want to do and how you are going to get there can greatly help with your motivation. Its time to start planning for 2020.... We want to remind advisers that Quality Para Planning will be open over the Christmas and New Year break (excluding public holidays), and we want you to feel supported, knowing you have an additional team and range of expertise available to you when you need. Start the new year off right by decluttering your workload so you can do the tasks that matter!

19.01.2022 Lenders have begun to slash their home loan rates in response to the Reserve Banks latest cut to the cash rate.

19.01.2022 At Quality Para Planning we felt we needed to rebrand our identity as we believe it wasnt an accurate representation of our business today. We now have a new and improved look but still, the same promise to deliver fast, accurate and compliant SoAs. Click the link below to see our latest blog.

18.01.2022 Not quite ready to go back to work? At QPP we'd love to help you prioritise your advice document queue, to help you implement your recommendations sooner. If your clients are waiting longer than you'd like them to, let us help you. Outsource your paraplanning needs to Quality Para Planning and with our 3 business day turnaround, we can help you with your backlog and save you time. We're here to help you work smarter, not harder.

18.01.2022 As an Adviser, how do you feel about AI preparing your SoAs?

18.01.2022 BLOG POST Do you know how to value your super fund assets? In this months technical update we show how to value the funds assets.

17.01.2022 ASIC released a report on the superannuation industry’s progress in improving consumer outcomes in relation to life insurance provided through superannuation. Check out the QPP Blog for this month's compliance article.

17.01.2022 We develop strong relationships with our Advisers, helping them reach their goals and developing the necessary strategies to provide them with fast, accurate and compliant advice documents offering peace of mind to the Adviser and their clients. Congratulations to Quality Para Plannings Adviser of the month, Jarryd Vinton. Find out more about Jarryds #1 tip for attracting new business and his secret talent away from the office.

17.01.2022 Self-managed super funds (SMSFs) are a way of saving for your retirement, but managing your own super comes with a lot of responsibility and involves significant time and effort. In our latest compliance blog, we explore self-managed super funds.

17.01.2022 The results are in! We can see that paraplanners have a mixed reaction to AI and the future of their jobs. The comments from people who felt negative towards AI feared that it would take out the personal touch of an SoA. We suggest instead of worrying about job losses, executives should be using AI and machine learning to take over boring tasks and empowering humans to focus on higher-level work.

17.01.2022 Need help with your SoAs? To build a strong team you must see someone elses strength as a complement to your weakness not a threat to your position or authority. Our team of specialised professionals are dedicated to delivering fast, accurate and compliant professional advice documents. Let us take care of your SoAs so you can focus on your strengths. Email: [email protected] to book a chat with an expert today! #SoA #finance #adviser #financialplanning #strategy #team #teamwork

16.01.2022 Having trouble accessing your offshore and onshore services. Need us to write your SoA's or help with additional services? QPP are here to help... Are your overseas resources in lock down and you can’t access services? Our hearts go out to all those impacted by COVID-19. This includes not only those directly impacted by the virus, but also their friends and family, those whose jobs and schools have been impacted, and so many more. ... We know how important a sense of community is at such times of uncertainty, and our mission to serve you continues. Therefore, please note the following: Quality Para Planning (QPP) can now assist you with our additional unbundled services onshore. - File preparation - Data Entry - Modelling - Data Entry and Modelling - Data Entry, Investment and/or Insurance Research/Replacement - Data Entry, Investment and/or Insurance Research/Replacement and Modelling - Document Writing and Modelling - Document Writing Want to know how, please call us on 1800 010 784. We are here to help. Thank you, Karina Dorogi | Managing Director CFP P: 1800 010 784 | M: 0439 662 120 |W: www.qualityparaplanning.com.au

15.01.2022 The FPA has accused FASEA of having failed to adequately consult with the financial planning professional bodies or their members for two and a half years.

14.01.2022 At QPP were true believers of a healthy work-life balance. Your professional and personal life should support and strengthen one another. Having time and energy to focus on activities you enjoy, and your relationships are crucial for your wellbeing. We try our best to live a full life during and outside of work hours. Our Managing Director, Karina and her family escaping the cold for a quick getaway to Bali. #worklifebalance #healthy #mentalhealthintheworkplace #quality

13.01.2022 SoA Manager's enhancement of the week! We've now added a sub-strategy called "refer to file note". Check out the video to see how to add this to your next Advice Document.

12.01.2022 Will SMSF trustees have trouble buying or selling shares early next year? With the new FASEA code of ethics for brokers and financial advisers taking effect on January 1, its a question many trustees are asking.

12.01.2022 SoA Managers enhancement of the week! Weve now added a sub-strategy called "refer to file note". Check out the video to see how to add this to your next Advice Document.

11.01.2022 In this months technical update we focus on the changes to personal income tax rates, the relief for low and middle income earners and the increase of the Medicare levy for low income earners. Remember to check out our blog for more information!

10.01.2022 CALLING ALL ADVISERS! Have you thought about an AI strategy? We want to know your thoughts; how do you feel about artificial intelligence preparing your SoAs? Submit your answer here: https://www.surveymonkey.com/r/MYV335L

09.01.2022 Were hiring! Due to an increase in workload, we are in need of full-time contract Paraplanners. At QPP we believe in the power of collaboration, creating rewarding careers for contract paraplanners who want flexibility and to belong to a team. Join our team today! For more information: https://www.qualityparaplanning.com.au/paraplanners

09.01.2022 Worth a watch! Sometimes putting in the extra effort can go a long way or make a huge impact. At QPP we make sure all plans are checked and rechecked by highly experienced staff to ensure the best results for all your advice documents.

08.01.2022 For Augusts technical update we go through the key super rates and thresholds for 2019/20. Check our blog for more information!

07.01.2022 We will be open over the Christmas and New Year break (excluding public holidays). We want you to feel supported, knowing you have an additional team and range of expertise available to you. Have a few questions about our services? Lets organise a chat at a time that suits you!

06.01.2022 NEW BLOG POST This months compliance update we interpret Client Goal Settings to align with ASICs expectations according to MLC.

05.01.2022 The way the world works has changed. Advisers access to technical experts is easier and more affordable than ever. Winning Advisers are choosing to produce their SoAs in 3 days because they are implementing their advice sooner and as a result, collecting their revenue faster. This ensures happier clients who refer more of their friends, family and colleagues quickly. ... With our 3 business day turnaround, we can help with outsourcing your SoAs to let you focus your resources where you need them most.

04.01.2022 Hows your Advice Document backlog looking right now? At Quality Para Planning we can help you prioritise your Advice Document queue, to help you implement your recommendations to your clients sooner. Whether youre looking for one-off support, or you run a practice and need ongoing paraplanning support, QPP can help you. Book an appointment with our in-house expert today! Click here: https://bit.ly/2RtUVAE

04.01.2022 We would like to thank our customers for your continued support over the past twelve months. On behalf of the staff at Quality Para Planning, we would like to take this opportunity in wishing everyone a very Merry Christmas and a happy and safe New Year over this festive season. We look forward to working with you again in 2020!... *A reminder for those of you who are changing licensees that it may be an opportune time to prepare Foundation SoAs over this quieter period*

04.01.2022 Introducing the QPP Blog! To find out more information on #technical and #compliance updates relevant to #advisers, #paraplanners & more, head over to our website!

03.01.2022 FASEAs updated Code of Ethics casts doubt over the future of templated SoAs with a warning for advisers over the use of generic documents containing irrelevant or overly complex information. What are your thoughts?

03.01.2022 Alternative Products within SoAs are still a little confusing as to when they are needed, therefore we have created a few examples of when alternative product scenarios are required. Check out our blog for more information!