Living your dream retirement, you want certainty that the wealth you worked incredibly hard for is managed in your best interests.
You may have the responsibility of managing an inheritance, managing your aging parents’ wealth or best positioning your family should something happen to you.
The mortgage and kid’s education are under control and you want to transition towards your dream retirement. You seek a fellow professional as your trusted advisor.
You are either breaking through professionally and developing your practice or have an established practice building meaningful wealth.
You plan to exit your business via a listing, private equity or trade sale. You seek to partner with a recognised expert in structuring, investing and tax.
They are here for us, willing and ready to listen and help.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Level of communication and transparency is nothing short of outstanding.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
Working with Tim & Claire provides us with a great deal of comfort and peace of mind and we’re happy to recommend them to our family and friends.
I knew I needed a financial advisor that I could trust implicitly.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
I also like their ethics and the way Quantum Financial charge their clients.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
© 2016 Tim Mackay. All Rights Reserved. The Independent Financial Advisor