Transitioning to your dream retirement
We work with those who have successfully created wealth and now want to start turbo charging their retirement savings. They seek to partner with trusted experts who can help them create their dream lifestyle in retirement.
- We advise you on sophisticated ways to structure your finances
- We provide advice on a range of investing vehicles and are recognised experts in Self Managed Super funds
- We provide you with peace of mind on how much you will need to retire, when you can afford to retire and how long you should expect your funds to last
- We ensure you can retire confidently with a wealth portfolio that provides you with an independent income stream
- We ensure your financial planning and accountant services work seamlessly together
To arrange a confidential initial discussion:
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.-
PermalinkAdvice 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. […]
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PermalinkThe 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. […]