Independent financial planners from Quantum Financial are regularly asked their views on investing, Self Managed Super Funds and financial planning in the national media.

Who needs insurance – Marge Simpson or Batman?

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Major life events|

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.

How much do you need to retire?

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Major life events, Retirement planning, Self Managed Super Funds|

It is never too early to plan retirement, because gambling with your future is not to be advised.

Pre-June 30 super health check

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Retirement planning, Self Managed Super Funds, Tax|

You regularly book your car for a service and have a dental check up. You regularly optimise your tax and review your family’s health insurance. Yet how often do you check your super?

The lure of bricks and mortar

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Property investing, Retirement planning, Self Managed Super Funds|

The attraction of owning property is clear – you can touch it, you can see it and you have the peace of mind that it will be there tomorrow and the day after.

The myths of investing

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Major life events, Retirement planning, Self Managed Super Funds|

To ensure that you are doing justice to your many years of hard work, it is crucial that you critically evaluate the conventional wisdom around managing your personal finances.

Planning For An Empty Nest

By |November 25th, 2015|Categories: Charter Magazine, Divorce and separation, Financial planning, Inheritance, Investing Insights, Major life events, Retirement planning|

When children move out of home, it can be like winning the lottery. You should put thought into how best to deal with this newfound cashflow.