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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:

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.