In this special blog, 2015 Financial Planner of the Year, Claire Mackay, shares her insights into investing and best of breed independent financial and SMSF advice.
Progress on super changes
After a period of great uncertainty, in recent weeks the Federal Government has finally released the details of its planned changes to the superannuation rules. […]
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PermalinkAdvice for our jet setting retiree clients
Federal Budget, Financial Planner of the Year, Financial planning, Financial planning for doctors, Independent financial advisor, Investing Insights, Jet setting retiree, Jet setting retirees, Managing family wealth, Responsible for managing family wealth, Retirement planning, Self Managed Super Funds
Advice for our jet setting retiree clients
We summarise the key issues for our jet-setting retiree clients following the material super changes announced in Budget 2016. […]
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PermalinkAdvice for our pre-retiree clients
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
Advice for our pre-retiree clients
We summarise the key issues for our clients in their mid 50s to mid 60s following the material super changes announced in Budget 2016. […]
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PermalinkAdvice for our turbo charger clients
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, Retirement planning, Self Managed Super Funds
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. […]
How to reform finanicial planning
In 2009 Quantum Financial was one of the very few independent financial planning practices in Australia asked to appear as expert witnesses before a Joint Parliamentary Committee. […]
Claire Mackay appointed to APESB Board
Award-winning independent financial advisor Claire Mackay appointed to the Accounting Professional & Ethical Standards Board (APESB).
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“I love the way Quantum Financial run their business, they’re disciplined, and very responsive and call back when I need it. This also comes back to their community mindedness.”