Company head or division director

You have successfully grown your business and managed your cashflow and finances wisely. In your business you worked with a team of trusted professionals. You want to protect and grow your family’s wealth. You want confidence:

  • Do I have the right cover and level of insurance to protect me and my family?
  • Am I creating significant wealth outside my business?
  • Will I work with a team of professionals who I respect and trust?
  • 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:

Why choose Quantum Financial?

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.

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