The Independent Financial Advisor 0 1 Financial planningIndependent financial advisorInvesting InsightsManaging family wealthRetirement planningSelf Managed Super Fund August 25, 2016 Investing philosophy At Quantum Financial we adopt a structured four pillar philosophy to investing. (more…)Read More
Quantum Financial 0 2 Federal BudgetFinancial Planner of the YearFinancial planningFinancial planning for doctorsIndependent financial advisorInvesting InsightsJet setting retireeJet setting retireesManaging family wealthResponsible for managing family wealthRetirement planningSelf 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…Read More
Quantum Financial 0 3 Business owner exiting their businessCompany head or division directorEstablished in private practiceFederal BudgetFinancial Planner of the YearFinancial planningFinancial planning for doctorsIndependent financial advisorInvesting InsightsManaging family wealthResponsible for managing family wealthRetirement planningSelf Managed Super FundTransition 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…Read More
Quantum Financial 0 2 Business owner exiting their businessCompany head or division directorEstablished in private practiceFederal BudgetFinancial Planner of the YearFinancial planningFinancial planning for doctorsIndependent financial advisorInvesting InsightsRetirement planningSelf 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…Read More
Quantum Financial 0 3 Federal BudgetFinancial planningIndependent financial advisorInvesting InsightsJet setting retireeManaging family wealthRetirement planningSelf Managed Super Fund June 16, 2016 Uncertainty around the super changes Here we outline the 4 key uncertainties around the super changes proposed by the Government. …Read More
Quantum Financial 0 1 Choosing a financial plannerFinancial Planner of the YearFinancial planningFinancial planning professionalismIndependent 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…Read More
Quantum Financial 0 1 Independent financial advisor June 1, 2016 Who is The Independent Financial Advisor? It's an intriguing mystery! Just who in Australia is The Independent Financial Advisor? (more…)Read More
The Independent Financial Advisor 0 4 Federal BudgetFinancial planningIndependent financial advisorInvesting InsightsRetirement planningSelf Managed Super Fund 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…)Read More
The Independent Financial Advisor 0 3 Choosing a financial plannerFinancial Planner of the YearFinancial planning professionalismIndependent 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…Read More
Quantum Financial 0 5 Financial planningFinancial planning professionalismIndependent financial advisor 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…Read More