Thank you to our clients
We thank our wonderful clients for their continued loyalty in 2017
Feedback from our inaugural Investor Seminar
In late 2017 we held the inaugural Quantum Financial Investor Seminar
Passive investing sucks
Try this: Type ‘Danger of passive investing’ into Google. Then type ‘Danger
Would you take Buffett’s wager?
If I asked ‘Who is the most famous investor in the world?’ there is a
“Our resident financial planner”
David Koch, Channel 7 finance expert
50 things you didn’t know a financial planner should do for you
One of my friends recently asked me “What does a financial planner actually do?”. To be
Why is independent important? (Part 1)
On the fourth day of independence, we examine why it can be important that your
Where can you find Australia’s independent financial planners?
There is one independent financial planner in Australia for every 319,000 people. By comparison, Australia’s
Libertatem non sufficit… or Independence is not enough
On Monday we shared with you our Declaration of Independence. As Christmas approaches, we share with
Quantum Financial’s Declaration of Independence
The rise of independence
ASIC External Advisory Panel: My experiences
In 2014, I was asked by the Chair of Australia’s financial regulator ASIC, Greg Medcraft,
Financial planning, with integrity
Unlike some of my professional peers, we welcome professional reform in financial planning.
Clients we work best with
While Quantum Financial’s ideal clients come from various, exciting backgrounds, they share common traits.