How to reform finanicial planning

By |June 9th, 2016|Categories: Choosing a financial planner, Financial Planner of the Year, Financial planning, Financial planning professionalism, Independent financial advisor|

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.

Changing gears in Europe

By |June 6th, 2016|Categories: 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|

Our recommendation – Changing gear in Europe. This is our revised Investing Insights advice for clients based on the ongoing Brexit issue.

Claire Mackay appointed to APESB Board

By |May 26th, 2016|Categories: Accounting, Financial Planner of the Year, Financial planning, Financial planning professionalism, In the community, Independent financial advisor|

Award-winning independent financial advisor Claire Mackay appointed to the Accounting Professional & Ethical Standards Board (APESB).

Live within your means: budget brilliantly

By |May 17th, 2016|Categories: Financial planning, Retirement planning, Sydney Morning Herald|Tags: , , , , , |

A recent article in the Sydney Morning Herald Money section titled ‘Live within your means: budget brilliantly’ highlighted Claire Mackay’s views on the topic.