Jet setting retiree
Our wonderful clients in retirement are adventurous, inquisitive and live busy lives. They have varied interests and many travel extensively. We provide them with investment and retirement advice that enables them to confidently live their dream lifestyle in retirement.
- We provide you with investing expertise and sophisticated strategies
- You will receive compelling investing insights on asset allocation, investment strategies, market dynamics and wealth management
- We ensure you can live your retirement confidently with a wealth portfolio that provides you with a long term income stream
- We provide advice on a range of investing vehicles and are recognised experts in Self Managed Super funds
- You will have confidence that your partner and/or family will be looked after should something happen to you
- You will have peace of mind that your wealth be passed onto your family in the most tax efficient way
To arrange a confidential initial discussion:
Why choose Quantum Financial?
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.Articles you may find interesting
Super traps and opportunities for the new financial year
Key point: You should plan around any key birthdays in fiscal year 2021 to make the most of superannuation contribution windows.
Why you need to update your SMSF investment strategy
Key point: With the new financial year approaching, now is the time to bring your self-managed superannuation fund’s investment strategy up to date and stay in the ATO’s good books.
Dual SMSF investment strategy that ticks all boxes
Key point: Your DIY fund’s approach to diversification needs to act a benchmark for your auditor as well as offer you flexibility with the best direction for members.
How to pass on your SMSF wealth effectively
Key point: Smart self-managed superannuation fund estate planning ensures your wealth is passed to your loved ones in the most tax-effective manner.
Time for a portfolio fine-tune
Great investing ideas and portfolio management are different skills. Both are important but the latter goes well beyond making good individual investment decisions. If your current asset allocation is not
Why politicians need to understand the true nature of SMSFs
Digging behind ATO statistics shows mum and dad trustees are more likely to have less than $350,000 each in super, rather than boasting of harbourside mansions.
Industry funds’ DIY options could help you keep franking credits
Key point: Own shares through an SMSF and concerned about losing revenue on them? There’s a way to continue owning them without losing out.
Complexity helps justify fees
Like the Wizard of Oz, as long as financial players can can hide behind complexity, consumers can believe financial gurus have the secrets.
Top 100 SMSFs control $8 billion
The Australian Taxation Office has a self managed super fund top 100. Among its greatest hits are the 100 SMSFs with the largest asset balances.
Banking royal commission: what SMSF investors need to know
While DIY super funds were not an area of concern, it will mean more transparency when dealing with financial advisers.
An SMSF action plan for 2019 to keep your fund running smoothly
Now is a great time to start planning how to get your self-managed super fund off to a cracking start. Mark these important tasks in your diary now.
Why inviting your kids into SMSF is a bad idea
While family members in accumulation mode could help soften the impact of Labor’s franking credit plan, don’t make it your first option.
SMSF tips: How to simplify your self-managed superannuation fund
When you take control of your family’s financial future, cut through complexity to meet your retirement goals.
How to keep your SMSF alive
The key is to find trusted advisers and start mentoring younger members of the family.
When to close your SMSF
In the right circumstances, there are good reasons to exit your SMSF and the vast majority of existing SMSFs will be closed at some stage.
Why SMSF advisers need to lift their game
Why the two SMSF reports from ASIC should be required reading for anyone in the DIY super industry.
SMSF tips: Should you really set up a self-managed superannuation fund?
For the work and effort involved in running your own fund, there should be significant benefits from day one.
Who to include in your self-managed super fund
With the rule change allowing six rather than four members in an SMSF, how many members are right for you?
Top retirement destinations [Vodcast Ep4]
Many of our wonderful clients at Quantum Financial travel extensively in their retirement.
- Client update on Brexit Gallery
Client update on Brexit
Business owner exiting their business, Company head or division director, Established in private practice, Financial planning for doctors, Investing Insights, Jet setting retiree, Jet setting retirees, Managing family wealth, Responsible for managing family wealth, Retirement planning, Self Managed Super Funds, Women
Client update on Brexit
We provide our updated research and analysis for clients post the UK Brexit vote.
- Advice for our jet setting retiree clients Gallery
Advice 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.
Uncertainty around the super changes
Here we outline the 4 key uncertainties around the super changes proposed by the Government.
- Changing gears in Europe Gallery
Changing gears in Europe
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
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.
- The noble profession of financial planning Gallery
The noble profession of financial planning
Business owner exiting their business, Company head or division director, Divorce and separation, Financial Planner of the Year, Financial planning, Financial planning for doctors, Financial planning professionalism, Independent financial advisor, Jet setting retiree, Managing family wealth, Philanthropy, Retirement planning, Transition to retirement, Women
The noble profession of financial planning
We are financial planners and it is something of which we are immensely proud.
Opt in for long-term profits
Key point: Financial planners should seize this chance to develop professionalism writes Tim Mackay and Claire Mackay.
Restoring trust in financial advice
Financial planning must be professional, and new government reforms are a good start, write Tim Mackay and Claire Mackay.