Investing expertise & sophisticated strategies

We work closely with professionals family offices and jet setting retirees to develop sophisticated wealth and investment management strategies.

  • We identify investment opportunities to help you reach your wealth goals.
  • We provide robust execution capabilities and attentive client service.
  • Our investment professionals will offer you best of breed investing insights.
  • We will provide you with compelling investing insights on asset allocation, investment strategies, market dynamics and wealth management.
  • Our insights are underpinned by our intellectual capital and extensive international investing experience.

To arrange a confidential initial discussion:

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.

Client update on the election, markets and your super

We provide our updated research and analysis for clients post the 2016 Australian election.

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.

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.

Lessons on running a successful business

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. The theme for the inaugural

Our advice to clients right now

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

Who needs insurance – Marge Simpson or Batman?

Discussing life insurance requirements may not be a comfortable conversation, but it’s essential if you want to look after people who depend on you. Few people truly feel comfortable discussing life insurance. It addresses a

How to make the magic $1 million in super to fund your retirement

Investing surplus cash into superannuation, borrowing to invest and paying off the family home are the top strategies from advisers on how to hit the magic $1 million savings target for retirement.