Category Archives: Managing family wealth

Jun 17
2

Advice for our jet setting retiree clients

By | Federal Budget, Financial Planner of the Year, Financial planning, Financial planning for doctors, Independent financial advisor, Investing Insights, Jet setting retiree, Jet setting retirees, Managing family wealth, Responsible for managing family wealth, Retirement planning, Self Managed Super Fund | No Comments
Independent financial planners at Quantum Financial

We summarise the key issues for our jet-setting retiree clients following the material super changes announced in Budget 2016.  Read More

Jun 17
3

Advice for our pre-retiree clients

By | Business owner exiting their business, Company head or division director, Established in private practice, Federal Budget, Financial Planner of the Year, Financial planning, Financial planning for doctors, Independent financial advisor, Investing Insights, Managing family wealth, Responsible for managing family wealth, Retirement planning, Self Managed Super Fund, Transition to retirement | No Comments
Independent financial planners at Quantum Financial

We summarise the key issues for our clients in their mid 50s to mid 60s following the material super changes announced in Budget 2016.  Read More

Jun 06
2

Changing gears in Europe

By | Business owner exiting their business, Company head or division director, Established in private practice, Financial planning, Financial planning for doctors, Investing Insights, Jet setting retiree, Jet setting retirees, Managing family wealth, Responsible for managing family wealth, Self Managed Super Fund, Women | No Comments
Independent financial planners at Quantum Financial

Our recommendation – Changing gear in Europe. This is our revised Investing Insights advice for clients based on the ongoing Brexit issue.  Read More