Who we help
We advise a select group of successful professionals, business owners and jet setting retirees.
Quantum Financial clients have a life and are time poor. They value dealing with a professional and are willing to delegate management of their finances and partner with a trusted, expert advisor to protect and build their wealth.
Quantum Financial clients want independent, ethical advice not aligned with a large institution or product provider.
What makes us different
We are one of Australia’s few truly independent private wealth management businesses. Our multi-disciplinary advisors come from successful careers in investment banking and accounting and are among the best in the country.
Quantum Financial cannot provide services to everyone – we only accept a select number of private individuals and families for whom we know we can add significant value.