Quantum Financial Independent Financial Planners

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Business owner exiting their business Company head or division director Established in private practice Federal Budget Investing Insights Jet setting retirees Responsible for managing family wealth Retirement planning Self Managed Super Fund Women

July 5, 2016

Client update on the election, markets and your super

We provide our updated research and analysis for clients post the 2016 Australian election. (more…)

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Business owner exiting their business Company head or division director Established in private practice Financial planning for doctors Investing Insights Jet setting retiree Jet setting retirees Managing family wealth Responsible for managing family wealth Retirement planning Self Managed Super Fund Women

July 5, 2016

Client update on Brexit

We provide our updated research and analysis for clients post the UK Brexit vote. (more…)

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Federal Budget Financial Planner of the Year Financial planning Financial planning for doctors Independent financial advisor Investing Insights Jet setting retiree Jet setting retirees Managing family wealth Responsible for managing family wealth Retirement planning Self Managed Super Fund

June 17, 2016

Advice for our jet setting retiree clients

We summarise the key issues for our jet-setting retiree clients following the material super changes…

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Business owner exiting their business Company head or division director Established in private practice Federal Budget Financial Planner of the Year Financial planning Financial planning for doctors Independent financial advisor Investing Insights Managing family wealth Responsible for managing family wealth Retirement planning Self Managed Super Fund Transition to retirement

June 17, 2016

Advice for our pre-retiree clients

We summarise the key issues for our clients in their mid 50s to mid 60s…

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Business owner exiting their business Company head or division director Established in private practice Federal Budget Financial Planner of the Year Financial planning Financial planning for doctors Independent financial advisor Investing Insights Retirement planning Self Managed Super Fund

June 17, 2016

Advice for our turbo charger clients

We summarise the key issues for our clients in their mid 40s to mid 50s…

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Federal Budget Financial planning Independent financial advisor Investing Insights Jet setting retiree Managing family wealth Retirement planning Self Managed Super Fund

June 16, 2016

Uncertainty around the super changes

Here we outline the 4 key uncertainties around the super changes proposed by the Government. …

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Financial planning Investing Insights Self Managed Super Fund

June 16, 2016

The orange one

The possible election of Donald Trump could have a significant impact on markets. (more…)

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Finance trivia Financial planning Investing Insights Quiz

June 16, 2016

Quantum Financial Quiz #13: EU trivia

As the UK contemplates Brexit, test your European Union knowledge with our quiz. (more…)

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Choosing a financial planner Financial Planner of the Year Financial planning Financial planning professionalism Independent financial advisor

June 9, 2016

How to reform finanicial planning

In 2009 Quantum Financial was one of the very few independent financial planning practices in…

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Business owner exiting their business Company head or division director Established in private practice Financial planning Financial planning for doctors Investing Insights Jet setting retiree Jet setting retirees Managing family wealth Responsible for managing family wealth Self Managed Super Fund Women

June 6, 2016

Changing gears in Europe

Our recommendation – Changing gear in Europe. This is our revised Investing Insights advice for…

Quantum Financial

Client update on the election, markets and your super

Client update on Brexit

Advice for our jet setting retiree clients

Advice for our pre-retiree clients

Advice for our turbo charger clients

Uncertainty around the super changes

The orange one

Quantum Financial Quiz #13: EU trivia

How to reform finanicial planning

Changing gears in Europe

Our recent tweets

Quick links