Quantum Financial advisors are independent financial planners based in Sydney.
New new Super reforms – what do you need to know?
“So this is the way the super reforms end, not with a bang but a
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Advice for our jet setting retiree clients GalleryAdvice for our jet setting retiree clients
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 Funds
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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Advice for our pre-retiree clients GalleryAdvice for our pre-retiree clients
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 Funds, Transition to retirement
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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Advice for our turbo charger clients GalleryAdvice for our turbo charger clients
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, Retirement planning, Self Managed Super Funds
Advice for our turbo charger clients
We summarise the key issues for our clients in their mid 40s to mid 50s
Uncertainty around the super changes
Here we outline the 4 key uncertainties around the super changes proposed by the Government.
How to reform finanicial planning
In 2009 Quantum Financial was one of the very few independent financial planning practices in
Who is The Independent Financial Advisor?
It’s an intriguing mystery! Just who in Australia is The Independent
Claire Mackay appointed to APESB Board
Award-winning independent financial advisor Claire Mackay appointed to the Accounting Professional & Ethical Standards Board (APESB).
What wealthy people need to do because of Budget 2016
Budget 2016 was the night the superannuation world shifted on its axis. Everything changed.
David Koch leads expert Budget panel
In the wake of the super changes in Budget 2016, Claire Mackay shared her views
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Lessons on running a successful business GalleryLessons on running a successful business
Business owner exiting their business, Company head or division director, Financial Planner of the Year, Financial planning, Financial planning professionalism, In the community, Independent financial advisor, Investing Insights
Lessons on running a successful business
In 2016 Quantum Financial directors Tim Mackay and Claire Mackay were honoured to be asked
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Our advice to clients right now GalleryOur advice to clients right now
Business owner exiting their business, Company head or division director, Established in private practice, Financial planning, Independent financial advisor, Investing Insights, Jet setting retirees, Responsible for managing family wealth, Self Managed Super Funds, Women
Our advice to clients right now
10 years ago when I was a research analyst periods of market volatility were absolute
What are the characteristics of a leader in financial planning?
What are the key characteristics of a leader in financial planning? Claire Mackay shares her
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The noble profession of financial planning GalleryThe noble profession of financial planning
Business owner exiting their business, Company head or division director, Divorce and separation, Financial Planner of the Year, Financial planning, Financial planning for doctors, Financial planning professionalism, Independent financial advisor, Jet setting retiree, Managing family wealth, Philanthropy, Retirement planning, Transition to retirement, Women
The noble profession of financial planning
We are financial planners and it is something of which we are immensely proud.