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Seamless service between your accounting & financial planning

Our clients have the assurance that their financial planning and accounting professionals are working seamlessly together.

  • As qualified Chartered Accountants , business owners and SMSF investors ourselves, we fully understand your accounting needs.
  • While we specialise in financial planning and do not provide accounting services ourselves, we will work seamlessly with your accountant
  • Our clients either have a trusted accountant they have worked with for years or they seek advice from us for a professional accountant
  • For your Self Managed Super Fund accounting, we can provide a seamless service (at cost with no mark-up) from a industry leading organisation
  • For your personal, trust and company needs, we can recommend from our panel of trusted accountants (we do not pay or receive any kicks-backs for this service)
  • You will have the certainty that your tax and accounting services are being effectively managed

To arrange a confidential initial discussion:

Call 02 8084 0453
Email

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.

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