April 30, 2018
It’s time (Trusted financial planning)
In the wake of the Royal Commission into Financial Services, we go back to 2009…
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July 1, 2017
Planners way to go
"Alan Kohler applauds to young financial planners". (more…)
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June 1, 2017
Re-designing a business
"The fee-for-service model has been held up as a beacon for how the financial planning…
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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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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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December 4, 2015
Where can you find Australia’s independent financial planners?
There is one independent financial planner in Australia for every 319,000 people. By comparison, Australia’s…
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December 2, 2015
Libertatem non sufficit… or Independence is not enough
On Monday we shared with you our Declaration of Independence. As Christmas approaches, we share with our…
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November 30, 2015
Quantum Financial’s Declaration of Independence
The rise of independence (more…)
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November 25, 2015
Financial planning, with integrity
Financial planning requires attention to detail and a structured plan. (more…)
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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
