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.Articles you may find interesting
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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
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PermalinkAdvice for our turbo charger clients
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Advice for our turbo charger clients
We summarise the key issues for our clients in their mid 40s to mid 50s following the material super changes announced in Budget 2016. […]
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PermalinkChanging 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 clients based on the ongoing Brexit issue. […]
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In 2016 Quantum Financial directors Tim Mackay and Claire Mackay were honoured to be asked by the Australian Institute of Company Directors to present at their inaugural conference in Melbourne.
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10 years ago when I was a research analyst periods of market volatility were absolute hell. The phone would ring red hot with fund manager after hedge fund manager after fund manager demanding to know […]
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PermalinkThe 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. […]