Due to increased demand for our services, we are typically fully booked 2-3 weeks in advance. Please contact our team to start this process – phone 02 8084 0453 or by email.
Meetings are held in our Chatswood office, Monday to Thursday 10am-4pm. Directions to our office are here.
We ask potential clients to complete a brief questionnaire. This questionnaire enables us to better understand your situation; to ensure we understand the key issues you face; and for us to ensure we can add more value than the fees we will charge you. Where we believe there is strong potential for an ongoing relationship we will let you know.
If you are in Melbourne or Brisbane we regularly travel to meet existing clients in these locations. We have clients living in regional Australia and working overseas and offer online meetings via Skype.
Yes. We have clients in regional Australia, Melbourne and Brisbane. We have clients working overseas in the USA, Middle East, Europe and throughout Asia. We also have clients based in Sydney who due to work and family reasons can’t always make it to our Chatswood office. We conduct meetings via Skype and phone depending upon their location and time zone.
Ideally we like to conduct your Initial Meeting and Strategy Meetings face-to-face so we can get to know each other better.
Before we meet our team will ask you to complete and return our questionnaire.
This enables us to have a better understanding of your most important issues before we meet. If you have the information already collated in another format just send that through – no need to recreate the wheel!
In your Initial Meeting we focus on your concerns and the services and characteristics of your desired advisor rather than collecting basic information. This is why completing and returning your questionnaire is so important.
Our team will confirm your Initial Meeting once we have received your completed questionnaire.
If we believe we can add more value in your circumstances that the fee we will charge, we will provide you with a tailored Service Agreement within 5 business days. It outlines the services we will provide you and details the all inclusive, fixed fee for your first year of service.
If we don’t believe we can add more value than the fee we will charge, we will be totally up front and frank with you.
If you wish to partner with Quantum Financial, simply return the completed Service Agreement and we will welcome you as a wonderful new client.
After your initial meeting, we will undertake a highly structured process in which we assess your personal circumstances, the complexity of your situation, our assessment of our professional time and any additional risk factors. I will then provide you with a completely transparent fixed fee in your Service Agreement. You will know to the dollar how much you will pay before you commit to anything.
Quantum Financial’s minimum annual fee for a basic client situation is $10,000. Your fee will be calculated based on your circumstances. This one agreed, fixed fee is the only fee Quantum Financial receives for providing your services.
We know that Quantum Financial are not the cheapest financial planners in the market. For clients we partner with, we know that we will add more value than the fees you will pay.