Business owner exiting their business

You have worked incredibly hard to build up your successful business and you want peace of mind your wealth is working hard for you.  You want confidence about:

  • Do I have the right cover and level of insurance to protect me and my family?
  • Do I have strategies and structures in place that minimise my tax?
  • Do I get access to best of breed investment ideas and sophisticated strategies?
  • Do my accountant and financial planner work seamlessly together?
  • Do I have a retirement plan in place that enables me to confidently retire when I want to?
  • Will I avoid high risk investments that lose my family money?
  • Will my wealth be passed onto my family in the most tax efficient way?

To arrange a confidential initial discussion:

Call 02 8084 0453
Email

Independent financial advice

Financial advice free from ownership conflicts, commissions and conflicts.

Advice in your best interests

Australia’s most awarded independent financial planning practice.

Transparent, fixed fee

The fee includes all services for the first year.

All inclusive fixed fee

Fees are agreed up front before you commit to anything.

Award winning financial advice

Quantum Financial provides award winning investment & financial planning advice.

Australia's most awarded

Our advisors have been awarded Financial Planner, Investment Advisor & SMSF Advisor of the Year.

Recognised experts

Among the most qualified and experienced advisors.

Professional experts

Our planners are also qualified accountants, lawyers, SMSF experts & tax experts.