Financial planning Archives ⋆ Page 15 of 17 ⋆ Independent Financial Advisor Tim Mackay

Charter Magazine Divorce and separation Estate planning Financial planning Inheritance Major life events Retirement planning Self Managed Super Fund

November 25, 2015

Get your house in order

It’s surprisingly common for family disputes over wealth to erupt after someone dies. But there…

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Financial planning Investing Insights Self Managed Super Fund Tim in the media

November 23, 2015

Australians Turn to Overseas Stocks

The Wall Street Journal recently published a feature article featuring two of our wonderful Quantum…

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Financial planning Financial planning professionalism

November 20, 2015

An open letter to the CEO of the FPA

Dear Mark An open letter to the CEO of the FPA

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Financial planning Investing Insights Technology

November 13, 2015

Tesla: Investing in disruption

Investing Insight: Investing in disruption sounds attractive but investing successfully and consistently is difficult. Sometimes…

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Financial planning

November 12, 2015

The investing wisdom of King Solomon

Spreading your investments around is not a new idea. The advice ‘Don’t put all your…

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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.

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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.

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Financial planning Retirement planning Self Managed Super Fund

October 14, 2015

Super: Not so super?

“Nobody told me there'd be days like these. Strange days indeed - most peculiar mama”…

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Business Insider Debt management Financial planning Major life events

October 5, 2015

An Australian financial planner ranks your debts from the most to least urgent

Being debt free is a goal few manage to achieve. Or at least quickly. (Note:…

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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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Our recent tweets

So who is excited by #Budget2021 #YeahBaby https://t.co/thPcgdFccY

4 years ago
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

6 years ago
Does he understand what self-isolation means? https://t.co/1P450zxu9p

6 years ago

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