Company head or division director Archives ⋆ Independent Financial Planners Sydney

The mortgage and kid’s education is under control and you want to transition towards your dream retirement. You seek a fellow professional as your trusted advisor.

Client update on Brexit
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Client update on Brexit
Business owner exiting their business, Company head or division director, Established in private practice, Financial planning for doctors, Investing Insights, Jet setting retiree, Jet setting retirees, Managing family wealth, Responsible for managing family wealth, Retirement planning, Self Managed Super Funds, Women

Client update on Brexit

We provide our updated research and analysis for clients post the UK Brexit vote.

Client update on the election, markets and your super
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Client update on the election, markets and your super
Business owner exiting their business, Company head or division director, Established in private practice, Federal Budget, Investing Insights, Jet setting retirees, Responsible for managing family wealth, Retirement planning, Self Managed Super Funds, Women

Client update on the election, markets and your super

We provide our updated research and analysis for clients post the 2016 Australian election.

Advice for our pre-retiree clients
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Advice 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

Advice for our turbo charger clients
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Advice 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

Changing gears in Europe
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Changing gears in Europe
Business owner exiting their business, Company head or division director, Established in private practice, Financial planning, Financial planning for doctors, Investing Insights, Jet setting retiree, Jet setting retirees, Managing family wealth, Responsible for managing family wealth, Self Managed Super Funds, Women

Changing gears in Europe

Our recommendation – Changing gear in Europe. This is our revised Investing Insights advice for

Lessons on running a successful business
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Lessons 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

Our advice to clients right now
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Our 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

The noble profession of financial planning
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The 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.