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.

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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.

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‘How to choose a financial planner’

On a professional level, Claire’s got a great deal of credentials. She’s an accountant, a financial planner and has a law degree too.