We summarise the key issues for our jet-setting retiree clients following the material super changes announced in Budget 2016. Read More
Category Archives: Financial Planner of the Year
We summarise the key issues for our clients in their mid 50s to mid 60s following the material super changes announced in Budget 2016. Read More
We summarise the key issues for our clients in their mid 40s to mid 50s following the material super changes announced in Budget 2016. Read More
In 2009 Quantum Financial was one of the very few independent financial planning practices in Australia asked to appear as expert witnesses before a Joint Parliamentary Committee. Read More
One of my friends recently asked me “What does a financial planner actually do?”. To be honest, until I entered the profession I wondered very much the same thing myself. Read More
Unlike some of my professional peers, we welcome professional reform in financial planning. Read More
While Quantum Financial’s ideal clients come from various, exciting backgrounds, they share common traits.
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Inspire those around us
I believe a key characteristic of a leader in financial planning is building an interdependent team around you that includes the right people; is empowered to act; and who understand and believe your vision as a leader. So as leaders we must be effective and credible communicators.
We are financial planners and it is something of which we are immensely proud. We make meaningful differences in our clients’ lives and our clients’ families are financially more secure because of the expert independent advice that we provide.
Our recent tweets
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RT @mikejanda: If you want to witness Ken Henry's tone when answering Rowena Orr's questions first hand, watch this highlight from… https://t.co/HwIf9ZUt2X
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Awesome @qfadvice team meeting just now sharing & reinforcing the the lessons we all learnt at #FPACongress https://t.co/fcB5Oy7lG5
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RT @claireqfadvice: Was a privilege to share with my professional peers my experiences in our family business https://t.co/YJGWesl6NL
