Responsible for managing family wealth
You have worked incredibly hard to build up your successful business and you want peace of mind your wealth is working hard for you. As custodian of your family’s significant wealth, you want confidence about:
- How do I best protect and grow our wealth?
- Will my advisor have investing expertise and provide exclusive private wealth management services ?
- Will I get access to best of breed investment ideas and sophisticated strategies?
- Will I partner with some of the best wealth managers in the country?
- Will my financial advisor and accountant work seamlessly together?
- Will I avoid high risk investments that lose my family money?
- Will my wealth be passed onto my 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
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?
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Client update on Brexit GalleryClient 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.
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Advice for our jet setting retiree clients GalleryAdvice 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.
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Advice for our pre-retiree clients GalleryAdvice for our pre-retiree clients
Business owner exiting their business, Company head or division director, Established in private practice, Federal Budget, Financial Planner of the Year, Financial planning, Financial planning for doctors, Independent financial advisor, Investing Insights, Managing family wealth, Responsible for managing family wealth, Retirement planning, Self Managed Super Funds, Transition to retirement
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.
Uncertainty around the super changes
Here we outline the 4 key uncertainties around the super changes proposed by the Government.
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Changing gears in Europe GalleryChanging 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.
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The noble profession of financial planning GalleryThe 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.