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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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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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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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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December 11, 2015
50 things you didn’t know a financial planner should do for you
One of my friends recently asked me "What does a financial planner actually do?". To be…
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November 10, 2015
Financial planning, with integrity
Unlike some of my professional peers, we welcome professional reform in financial planning. (more…)
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November 9, 2015
Clients we work best with
While Quantum Financial’s ideal clients come from various, exciting backgrounds, they share common traits. (more…)
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October 2, 2015
What are the characteristics of a leader in financial planning?
Inspire those around us I believe a key characteristic of a leader in financial planning…
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February 14, 2015
The noble profession of financial planning
We are financial planners and it is something of which we are immensely proud. We…
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Our recent tweets
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I'm just gonna keep this on my desk for the next few months to see how well this heading & attitude ages. https://t.co/Vv2YyaaIxn
