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.

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.

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.

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.

“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.”
Malcolm, Qantas pilot, retired