Category Archives: Financial Planner of the Year

Jun 17
2

Advice for our jet setting retiree clients

By | 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 | No Comments
Independent financial planners at Quantum Financial

We summarise the key issues for our jet-setting retiree clients following the material super changes announced in Budget 2016.  Read More

Jun 17
3

Advice for our pre-retiree clients

By | 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 | No Comments
Independent financial planners at Quantum Financial

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

Jun 17
2

Advice for our turbo charger clients

By | 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 | No Comments
Independent financial planners at Quantum Financial

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

Oct 02
3

What are the characteristics of a leader in financial planning?

By | Financial Planner of the Year, Financial planning, Financial planning professionalism | No Comments
Leaders in financial planning

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.

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