Qwrk.

👏 When clients describe our people as an "integral part of the team," we know we're achieving what we set out to do.

A huge congratulations to Jerry, whose commitment to excellence has earned praise from YV Financial Services.

Thank you to Anita King and the YV Financial Services team for your kind words and ongoing trust. We truly value the partnership!

Curious about how outsourcing can help your financial advice practice?

Our dedicated offshore professionals support financial advisers across client services/administration, paraplanning, and compliance.

📅 Book a discovery call to learn more: https://lnkd.in/ggVVcR-f

🧩 Running a financial advice business can sometimes feel like solving a puzzle.

The best advice firms know they don't have to do it alone.

With the support of our:

✅ Client Services Officers / Financial Planning Assistants
✅ Paraplanners
✅ Compliance Officers

you can spend less time on administration, documentation, and compliance tasks, and more time delivering exceptional advice and building stronger client relationships.

We help bring all the pieces together, providing the skilled support professionals who enable your business to operate more efficiently, stay compliant, and scale with confidence.

👉 Book your FREE discovery call today to learn more: https://lnkd.in/ggVVcR-f

What happens when seven years of working together virtually finally leads to meeting face to face? 

When Tania and Mathew from Financial Planning By design visited Cebu, it wasn’t just an opportunity to see the city; it was a chance to finally meet someone they’d worked with for the past seven years! 💙 
 
Over countless emails, calls, and day-to-day conversations, a strong working relationship had already been built withBrent, their dedicated Client Services Officer/FP Admin. 

But despite all that time collaborating, they’d never actually met face to face.  
 
For Brent, finally meeting Tania and Mathew was a long-awaited moment. He shared: 

“It felt surreal to finally meet them in the flesh! They are truly some of the nicest people I’ve ever met, and I’m so happy they came to Cebu and that we finally had the chance to connect in person.” 😊 
 
Over dinner and during their visit to the Qwrk office, the conversations picked up right where years of virtual collaboration had left off. 

This visit was a wonderful reminder that we're truly Better Together. While technology allows us to work together across borders, it’s the people behind every email, call, and meeting who make those interactions meaningful and lasting.

Thank you, Tania and Mathew, for making the trip to Cebu all the way from Australia. 🇦🇺✈️🇵🇭 
 
It was incredibly special to finally meet in person!

🔍 We’ve done the search so you don’t have to.

Qwrk's Dedicated Paraplanners are trained, experienced, and ready to work as an extension of your team—so you can focus on your clients.

✅ SOAs, ROAs, file checks, and more
✅ Expert compliance and training support
✅ Dedicated to your needs full-time!

Outsource your paraplanning with Qwrk now!

👉 Click the link below to book a FREE discovery call. https://bit.ly/QwrkFreeDiscoveryCall

So good to have you back, Sheila! 🙌💙

We’re incredibly grateful to have welcomed Sheila again to 72 Hours in Cebu 🇵🇭, a returning participant whose journey with Qwrk, Fin365, and her incredible EA, Danica, is proof of what’s possible when the right people, systems, and purpose come together. ✨

“Reaffirming.” That’s how she described her experience, and we couldn’t be prouder to be part of that journey. 💫

It meant so much hearing how being back in Cebu, reconnecting face-to-face with Danica, spending time planning for her practice, and immersing herself in the Qwrk and Fin365 ecosystem, helped reinforce the confidence she already had in the partnership we’ve built together.

But what makes your story even more meaningful is the impact you continue to create beyond your own business. 🌏

Through your work as a financial planner, educator, industry leader, and as a respected voice within the Financial Advice Association Australia (FAAA), you’ve been a powerful advocate for Filipino talent, championing the capability, care, and value that Filipino professionals bring to Australian financial services. Whether it’s through your engagement with offshore teams, supporting initiatives like the Cebu study tours, or simply leading by example in how you build and trust your team, you’ve helped reshape how outsourcing is viewed. 🇵🇭🇦🇺

Thank you for your trust and for the way you continue to uplift both your team and the broader Filipino community within the Australian financial planning space. 🙏💙

It was a pleasure having you with us again at this year’s 72 Hours in Cebu 🇵🇭 and we’re already looking forward to the next one.

Here’s to building what’s next, together. ✨

Thank you, Andrew and Lusetta! 🙌

“Validating.” That’s the word Andrew used to describe 72 Hours in Cebu —and we feel the exact same way.

It meant a lot hearing how the experience gave you a glimpse into the softer, more human side of Qwrk and the people behind the work — and how it reinforced the trust we’ve been building together over the years.

As one of our longest-standing partnerships, WealthPartners Financial Solutions has been part of our journey since the early days — even back when we were still SMSF Paraplanners. And that journey isn’t just something we feel as a company, but something our Qwrkmates have experienced firsthand as well.

Many of our team members started their early days supporting WealthPartners — some of whom have now grown into leadership roles across Qwrk. From Jenny, Joycee, and July today, to Karya and Steffy who are now in management, your impact has been part of their growth stories. Needless to say, everyone was incredibly excited to finally meet you in person.

The only thing we’d change? We just wish we had more than 72 hours with you both!

Thank you so much for being so generous with your time, your stories, and your insights, and for connecting so genuinely with the team.

We loved having you here — and you’ll always have a home in Cebu whenever you want to visit! 😎

Curious about what great offshore support really looks like?

We’re proud to be part of the first Financial Advice Association Australia - FAAA Cebu Study Tour this August 2026! 🇦🇺🇵🇭 It's an experience designed to give Australian advice practices a genuine, on-the-ground look at how offshore teams support capacity, compliance, and sustainable growth.

Over 3.5 days, participants will:
✨ Step inside leading offshore teams (including ours)
✨ Join real conversations with the people doing the work
✨ Learn how firms are scaling without burning out their teams
✨ Experience the culture that makes it all possible here in Cebu

We’ve always believed outsourcing should feel like an extension of your team, not a transaction. This study tour is a chance to see exactly what that can look like in practice.

Whether you’re exploring offshoring for the first time or looking to elevate your current model, this is a powerful opportunity to learn, connect, and rethink what’s possible.

👉 Register your interest here: https://ow.ly/rxVN50Z7RyI

The FAAA is pleased to invite members to register their interest in a proposed FAAA Cebu (Philippines) Study Tour in August 2026. The FAAA study tour will take members to Cebu, Philippines, to gain practical insight into how offshore support models are being used by Australian advice practices — not as a cost‑cutting exercise, but as a strategic response to capacity, compliance and growth challenges.

The 3.5-day program (excluding travel) will include small‑group office visits with four leading offshore service providers, facilitated discussions and conference‑style sessions, alongside opportunities for peer learning and cultural immersion. For further information on the study tour and to register your interest visit: https://ow.ly/UZFa50Z7RyH

DAY 3: Chasing Waterfalls and Finding Ourselves Where It All Comes Together 🌊✨

For the last day, we headed south to experience Cebu’s most breathtaking natural wonder, and it proved to be the perfect way to close out 72 unforgettable hours in Cebu with our clients. 💙🌴

The group experienced Tumalog Falls in Oslob, a place that felt almost unreal upon arrival. Unlike roaring waterfalls, Tumalog flows like a delicate curtain, cascading gently over a wide limestone cliff into a shallow pool. 💧🌿

In Moalboal, the group experienced the world-famous Sardine Run, and no words could truly prepare anyone for it. Just a few meters from shore, the clients and Qwrkmates found themselves surrounded by a massive, swirling school of sardines—millions moving as one. 🐟✨

And just when it felt like it couldn’t get any better, the group had the chance to swim alongside sea turtles. 🐢 The reef is home to resident green and hawksbill turtles, often seen gracefully gliding near the coral walls beside the sardine schools, an experience both humbling and unforgettable.

The pace slowed as everyone embraced the laid-back rhythm of the south, sharing a simple yet satisfying beachside meal. 🍽️🌊 No rush, no noise, just good food, ocean breeze, and a quiet sense of gratitude that comes after a full and meaningful experience.

The day wrapped up back in the city, where some of the Qwrkmates warmly welcomed the group at The Reef for a Southeast Asian fusion dinner. 🌆🍜

It was the perfect ending—great food, familiar faces, and conversations that carried the energy of the past three days. Stories were shared, laughter flowed easily, and reflections ran deep. ✨

Beyond the places visited, it was truly about the experiences shared together—a meaningful culmination of connection, exploration, and unforgettable moments. 💙



WealthPartners Financial Solutions Wealth Forum: Financial Planning, SMSF Specialists, SME Wealth Education Sheila Gutierrez Cabacungan