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…
Read MoreOur recent tweets
Why inviting your kids into SMSF is a bad idea Key point: While family members in accumulation mode could help soft… https://t.co/MJOXr0uAz4- How to simplify your self-managed superannuation fund Key point: When you take control of your family’s financial f… https://t.co/Osy2yYil22
- How to keep your SMSF alive Key point: The key is to find trusted advisers and start mentoring younger members of t… https://t.co/YXcR0w27WU
