The Independent Financial Advisor 0 78 Client storiesFinancial Planner of the YearFinancial planningFinancial planning professionalism November 9, 2015 Clients we work best with While Quantum Financial’s ideal clients come from various, exciting backgrounds, they share common traits. (more…)Read More
The Independent Financial Advisor 0 0 Client stories September 15, 2015 Finance expert seeking peace of mind The client was a former financial controller of an ASX 50 Company and, as a…Read More
The Independent Financial Advisor 0 0 Client stories September 14, 2015 A new client seeking trusted financial advice A new client with $3m in superannuation assets sought trusted financial advice. Quote from the…Read More
The Independent Financial Advisor 0 0 Client stories September 14, 2015 Professional couple in their 50’s seeking to fund their dream retirement A successful couple working in financial services industry earning more than $340,000. They had an…Read More