Managing family wealth Archives ⋆ The Independent Financial Advisor

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Tim Mackay contributing opinion writer Financial Review

Australian Financial Review Financial planning Investing Insights Jet setting retiree Managing family wealth Self Managed Super Fund SMSF-basics

April 9, 2019

Complexity helps justify fees

Like the Wizard of Oz, as long as financial players can can hide behind complexity,…

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Investing Philosophy

Financial planning Independent financial advisor Investing Insights Managing family wealth Retirement planning Self Managed Super Fund

August 25, 2016

Investing philosophy

At Quantum Financial we adopt a structured four pillar philosophy to investing. (more…)

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Business owner exiting their business Company head or division director Established in private practice Financial planning for doctors Investing Insights Jet setting retiree Jet setting retirees Managing family wealth Responsible for managing family wealth Retirement planning Self Managed Super Fund Women

July 5, 2016

Client update on Brexit

We provide our updated research and analysis for clients post the UK Brexit vote. (more…)

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Quantum Financial 0

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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

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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Quantum Financial 0

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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

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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Quantum Financial 0

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Federal Budget Financial planning Independent financial advisor Investing Insights Jet setting retiree Managing family wealth Retirement planning Self 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. …

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Quantum Financial 0

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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

June 6, 2016

Changing gears in Europe

Our recommendation – Changing gear in Europe. This is our revised Investing Insights advice for…

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