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Chartered Accountants magazine articles

Articles by independent financial planners from Quantum Financial published in the Institute of Chartered Accountants in Australia and New Zealand.

Time to fire your advisor?

By |November 25th, 2015|Categories: Charter Magazine, Choosing a financial planner, Financial planning, Retirement planning, Self Managed Super Funds|

Disposing of the services of a financial advisor shouldn’t be done after one or two bad patches, but if there is a reason to part ways, then the quickest way is best.

Financial lessons from the Olympic Games

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Sport|

For many, the Olympics is a fun and welcome distraction from the ongoing economic uncertainty. With the saturation media coverage, it’s difficult not to be moved and inspired by epic stories of success and near

The ethics of the Wolf of Wall Street

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Financial planning professionalism, Investing Insights|

Tim Mackay takes aim at Hollywood’s portrayal of someone who destroyed lives, yet is being celebrated through the medium of film.

Understanding the impact of inflation

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Retirement planning, Self Managed Super Funds|

When economists raise the topic of inflation today, most people’s eyes glaze over and their minds shift to their ‘happy place’. But knowledge is power.

Who needs insurance – Marge Simpson or Batman?

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Major life events|

Discussing life insurance requirements may not be a comfortable conversation, but it’s essential if you want to look after people who depend on you.

How much do you need to retire?

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Major life events, Retirement planning, Self Managed Super Funds|

It is never too early to plan retirement, because gambling with your future is not to be advised.

Pre-June 30 super health check

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Retirement planning, Self Managed Super Funds, Tax|

You regularly book your car for a service and have a dental check up. You regularly optimise your tax and review your family’s health insurance. Yet how often do you check your super?

The lure of bricks and mortar

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Property investing, Retirement planning, Self Managed Super Funds|

The attraction of owning property is clear – you can touch it, you can see it and you have the peace of mind that it will be there tomorrow and the day after.

The myths of investing

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Major life events, Retirement planning, Self Managed Super Funds|

To ensure that you are doing justice to your many years of hard work, it is crucial that you critically evaluate the conventional wisdom around managing your personal finances.

Planning For An Empty Nest

By |November 25th, 2015|Categories: Charter Magazine, Divorce and separation, Financial planning, Inheritance, Investing Insights, Major life events, Retirement planning|

When children move out of home, it can be like winning the lottery. You should put thought into how best to deal with this newfound cashflow.

Planning for aged care

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Major life events, Retirement planning, Self Managed Super Funds|

Aged care is expensive and, with so many Australians living longer, the demand for facilities will only become more competitive. Plan early and you can help ease the transition for you or your family.

Committing plans to paper

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Major life events, Retirement planning, Self Managed Super Funds|

All the best intentions in the world will not help you navigate treacherous financial waters if you don’t have a detailed plan, and one that’s written down.

The ingredients of a winning portfolio

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Retirement planning, Self Managed Super Funds|

The similarities between developing a successful portfolio of investments and creating a successful restaurant dish are, strangely enough, pretty striking.

Get your house in order

By |November 25th, 2015|Categories: Charter Magazine, Divorce and separation, Estate planning, Financial planning, Inheritance, Major life events, Retirement planning, Self Managed Super Funds|

It’s surprisingly common for family disputes over wealth to erupt after someone dies. But there are pre-emptive steps you can take to avoid this.

Sex and Warren Buffett

By |January 25th, 2015|Categories: Charter Magazine, Financial planning, Financial planning professionalism, Investing Insights, Retirement planning, Self Managed Super Funds|

For finance tragics like me, the annual release of Warren Buffet’s shareholder letter is an exciting event.