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Further Detail - Agency Opportunity

Summary of Opportunity

Features and particulars of the Agency opportunity

The Qwest Money Management System has been developed over 2 years and refined and provided over 8 years.

It is based on the realisation that a large proportion of society simply need help with managing money – also that the foundation of wealth creation is sound money management.

This has resulted in the development of a Money Management Program which has been proven, tested and provided to many hundreds of clients from different walks of life.

It has been packaged as a genuine fee for service program providing clients with a distinct, clear and easy to understand plan along with the education, materials and resources and on-going support to implement it.

Why is it so successful?

Qwest has trialled and developed the Master Achiever Program over a number of years and have proven that the system really works! It is based on the following "realities" when dealing with the general public on financial matters.

  • It must be kept simple and easy for people to implement
  • The majority of people do not have the energy, time, ability or inclination to operate or manage their financial affairs (budgeting, money management, planning etc.)
  • Readily available and affordable software, information, education, books, magazines and TV shows have not sufficiently enabled or inspired the average person to gain control or generate wealth by themselves.
  • People want and need personal, professional guidance as they have become confused by an "overload" of information along with conflicting media and commercial publications
  • They are happy to invest a substantial fee for this type of service if it is presented in the right format and they can perceive a real tangible benefit from it.
  • There must be a tangible financial benefit – the client must achieve a “return” of substantially more than their investment or it would not be recommended.

A unique and powerful business opportunity.

This is more than just a business opportunity. It has added a whole new dimension to the concept of financial services. Financial professionals (accountants, financial planners and finance providers etc) are ideally suited to deliver the MAP Program. They can use it to create a strong additional income stream, within their existing business.

It can also be operated as a successful stand alone business.

*Please note: A background in financial services is not essential to successfully operate this business. Comprehensive training and assistance is provided to achieve appropriate qualification. The business can be started almost immediately.

 

The system is unique and far superior to anything previously offered.

 

The business within a business opportunity

This is can be provided independently or as a perfect compliment to an existing financial services practice. It is a genuine non-biased fee for service product which will make a profound improvement to the financial wellbeing of clients and provide a substantial increased revenue to the practice.

As such, it will compliment and enhance existing accountancy, finance broking or financial planning services already provided. It does not compete or impede on these services in any way, in fact it has been hailed as the holistic solution to many of the challenges and issues facing financial services practices today.

Absolute integrity and control of the client remains with the existing practice at all times. Qwest Money Management Systems is simply providing a system, support and expertise to assist the existing practice deliver these processes efficiently and professionally.

It’s easy and it won’t consume your time

The MAP Program is easy for professionals to deliver. It doesn’t take a lot of time because it uses effective software and step by step systems to do the hard work. Once a client is established, ongoing support is mostly clerical.

Proven results, strong support

The MAP Program has been proven successful over 8 years in the field – it works – very effectively.

And it’s backed by a strong corporate support system, including training, full documentation, materials and software and continuing program development.

The Licensed Provider system

The concept has been researched and developed by the Qwest Group and delivered direct to clients over a number of years. The expansion, growth and success of this has been phenomenal.

Many accountants and financial service providers were initially sceptical, however soon came to appreciate the extraordinary benefits that the program offers.

As such, the recommendations and referrals by these accountants and financial planners has been largely responsible for the success enjoyed today.

The opportunity

One of the very attractive features of the MAP Program system is that it can be delivered to your clients under four different business models.

  1. As an independent stand alone financial services practice delivering the Program direct to clients.
  2. Strategic alliance – operated in the same format as above but servicing existing clients of other financial services practices including accountants, financial planners, brokers, insurance etc.
  3. Joint venture – where the license to provide the system is held jointly between an existing financial services practice and the person/people responsible for delivering the Master Achiever Program service i.e. operated as a separate division.
  4. Existing financial services – where this can be added to and operated within existing financial services as another service dimension and income stream.

 

*Important note: All of the above methods have been proven to be very successful. We undertake to assist prospective licensed providers in determining which model would work best for them.

 

By mid 2002 it became apparent (and somewhat obvious) that this concept/service would also be perfectly suited to an existing financial services practice.

The methods and processes have been designed to perfectly compliment these existing practices. They already have a client base, the majority of which are highly likely to need a service of this nature.

It does not conflict in any way with any current financial service provided. It is a genuine nonbiased fee for service product which will make a profound improvement to the financial well being of clients and provides substantial increased revenue to the practice.

 

It has been widely predicted by larger financial institutions including some of the banks that the day will come when financial services practices will be required to provide a systemised service such as this.

 

Failure to do so will put these financial service practitioners at an extreme disadvantage – similarly, those who do provide such a service will gain very distinctive, competitive advantages.

Creating Synergy

Existing financial services have found that the MAP Program can add significant benefits to their core business. This can be as a result of providing the service within the practice or have it provided by a strategic alliance partner (i.e. stand alone operator).

These services typically including the following:

  • Financial Planning
  • Accountancy and Taxation
  • Finance Broking
  • Mortgage Broking
  • Investment Specialists
  • Superannuation Specialists
  • Wealth Educators, etc.

For financial planning and accountancy practitioners in particular there are increasing pressures to provide an “holistic” approach to their services and information provided to clients.

The MAP Program provides the solution to do this effectively and efficiently.

It does not provide any specific corporate, taxation or investment advice but essentially focuses on projections, assumptions, cashflow and debt management.

In summary, the Master Achiever Program brings everything together.

It will also help the client gain a better understanding and appreciation of the need for professional financial assistance.

Qwest has proven over a number of years that clients on the Master Achiever Program will utilize (spend more money) accounting, financial planning and investment advisory services to a far greater extent.

Background and overview



People want a way to manage their money that gives them control but is easy to use. This is a real and urgent need for most people.

The Master Achiever Program developed by Qwest meets the need. It’s benefits have been proven over eight years.


The concept has been researched and developed by the Qwest Group and delivered direct to clients over a number of years. The expansion, growth and success of this has been phenomenal.