Financial planning for doctors Archives ⋆ The Independent Financial Advisor

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Federal Budget Financial planning for doctors Investing Insights Retirement planning Self Managed Super Fund

September 15, 2016

New new Super reforms – what do you need to know?

“So this is the way the super reforms end, not with a bang but a…

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…)

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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…

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Financial planning Financial planning for doctors Investing Insights Retirement planning Self Managed Super Fund Tax

May 4, 2016

Who killed killed SMSF growth?

Cluedo, the great detective game: “I think it was Mr Morrison in the billiard room…

Financial planning for doctors

New new Super reforms – what do you need to know?

Client update on Brexit

Advice for our jet setting retiree clients

Advice for our pre-retiree clients

Advice for our turbo charger clients

Changing gears in Europe

Who killed killed SMSF growth?

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