Our clients Archives ⋆ Independent Financial Advisor Tim Mackay

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Tim Mackay contributing opinion writer Financial Review

Australian Financial Review Financial planning Investing Insights Jet setting retirees Responsible for managing family wealth Self Managed Super Fund SMSF-investing

May 6, 2019

Industry funds’ DIY options could help you keep franking credits

Key point: Own shares through an SMSF and concerned about losing revenue on them? There's…

Quantum Financial 0

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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…)

Quantum Financial 0

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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…)

Quantum Financial 0

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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…

Quantum Financial 0

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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…

Quantum Financial 0

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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…

Quantum Financial 0

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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…

The Independent Financial Advisor 0

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Financial planning Women

January 29, 2016

Powerful women to watch in 2016

Powerful women to watch in 2016 was first published in our January 2016 Investing Insights report…

Our clients

Industry funds’ DIY options could help you keep franking credits

Client update on Brexit

Client update on the election, markets and your super

Advice for our jet setting retiree clients

Advice for our pre-retiree clients

Advice for our turbo charger clients

Changing gears in Europe

Powerful women to watch in 2016

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