We thank our wonderful clients for their continued loyalty in 2017 and wish them all the best for 2018!

We cannot believe that 2017 is almost over. Spring has sprung and now summer is upon us. Time flies when you are having as much fun as we are – finance and advising our wonderful clients is truly our passion.

As we head into 2018, we wish you and your loved ones all the very best. We at Quantum Financial will take some well earned rest over the Christmas / New Years break before we come back to start researching our next Investing Insights report. If you’re down at Manly Beach you may catch Claire patrolling the beach as a volunteer surf life saver. Or if you’re cricket tragic like us, you may find us in the Sydney Cricket Ground’s MA Noble Stand for the Ashes

But before we take a break, we thought we would take the time to make some well deserved thank you’s.

Thank you for attending our seminar

For those who were able to attend our inaugural Investor Seminar, thank you very much for taking the time in your business lives to attend. It was great to see so many happy faces and to know that all the work and effort we put into planning the event was worth it. Thank you also for your honest and constructive feedback. With your help we will try to make the next one even more successful.

For those who were unable to attend, we hope you will be able to attend next year!

Thank you for voting for us

In 2017 Quantum Financial advisors were recognised as among the Top 50 advisors in the country by The Australian and Barron’s Magazine and as among the most influential advisors in the country by Financial Standard. We thank you, our clients, as without your support we could not have gained these accolades.

The recognition of industry awards gives our clients the confidence that the investing and financial planning advice they receive is industry leading.  Existing and potential clients have confidence that their trusted Quantum Financial advisor provides excellence in best practice advice as judged by their peers. When we are recognised as elite experts in the field of financial planning, our clients start even more conversations with us on deeper aspects of their financial lives.

Thank you to our long distance clients

Many of our loyal clients are spread out all over the country, or even the world. While technology can be great to keep in close contact, we know that opportunities for getting together are usually few and far between. So we thank you for your continued loyalty and we encourage you to let us know if you are going to be in Sydney and we can re-arrange our schedule as best we can to fit you in.

Thank you for referring your friends and family

We are truly honoured when you refer your friends and family to us as clients.  As you know, Quantum Financial is a boutique private wealth firm that prides itself on personal service. We appreciate your confidence in our work, and are delighted that you chose to recommend us.  We hope that one day we can be helpful to the people you care about.

Thank you to each and every one of you

So we want to say ‘Thank you’ in this article. We want to specifically thank our clients, many of whom have been with us for over 20 years, which is a long time in our industry. The range of clients we advise is so varied that it provides a constantly changing working world for us. Most satisfying is that, with so many long-standing clients, we know that we must be getting something right.

Please continue to be truthful, the aim is to provide you with a professional and trusted advice service.. We know from client feedback that we mostly get it right however if we ever fall short, please let us know so we can improve and serve you better.

We hope you have a safe, peaceful and happy break over the Christmas and New Year period with your family, loved ones and friends.

In 2018 we will continue to provide trusted financial advice to you, our existing clients and also welcome new ones. If you ever have any concerns, the team at Quantum Financial are only ever a phone call or email away.