Independent financial planners from Quantum Financial are regularly asked their views on investing, Self Managed Super Funds and financial planning in the national media.
Planning for aged care
Aged care is expensive and, with so many Australians living longer, the demand for facilities will only become more competitive. Plan early and you can help ease the transition for you or your family.
Committing plans to paper
All the best intentions in the world will not help you navigate treacherous financial waters if you don’t have a detailed plan, and one that’s written down.
The ingredients of a winning portfolio
The similarities between developing a successful portfolio of investments and creating a successful restaurant dish are, strangely enough, pretty striking.
Get your house in order
It’s surprisingly common for family disputes over wealth to erupt after someone dies. But there are pre-emptive steps you can take to avoid this.
Two simple keys to keeping a lid on spending
Independent financial planner Claire Mackay shares her views with the Sydney Morning Herald’s Sally Pattern on how to keep a lid on your spending.
SMSFs on borrowed time? (ABC TV)
Independent financial planner Claire Mackay and the Financial Services Inquiry Chair David Murray discusses Limited Recourse Borrowing Arrangements on ABC TV.