Financial Planner of the Year Archives ⋆ The Independent Financial Advisor

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…

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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…

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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…

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Choosing a financial planner Financial Planner of the Year Financial planning Financial planning professionalism Independent financial advisor

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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50 things you didnt know a financial planner does

Choosing a financial planner Financial Planner of the Year Financial planning professionalism Independent financial advisor

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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Financial Planner of the Year Financial planning Financial planning professionalism

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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Client stories Financial Planner of the Year Financial planning Financial 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…)

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Financial Planner of the Year Financial planning Financial planning professionalism

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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Financial Planner of the Year Financial planning

February 14, 2015

The noble profession of financial planning

We are financial planners and it is something of which we are immensely proud. We…

Financial Planner of the Year

Advice for our jet setting retiree clients

Advice for our pre-retiree clients

Advice for our turbo charger clients

How to reform finanicial planning

50 things you didn’t know a financial planner should do for you

Financial planning, with integrity

Clients we work best with

What are the characteristics of a leader in financial planning?

The noble profession of financial planning

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