August 25, 2016
Investing philosophy
At Quantum Financial we adopt a structured four pillar philosophy to investing. (more…)
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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 16, 2016
Uncertainty around the super changes
Here we outline the 4 key uncertainties around the super changes proposed by the Government. …
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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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June 1, 2016
Who is The Independent Financial Advisor?
It's an intriguing mystery! Just who in Australia is The Independent Financial Advisor? (more…)
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May 6, 2016
What wealthy people need to do because of Budget 2016
Budget 2016 was the night the superannuation world shifted on its axis. Everything changed. (more…)
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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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December 7, 2015
Why is independent important? (Part 1)
On the fourth day of independence, we examine why it can be important that your advisor…
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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
