Established in private practice Archives ⋆ Independent financial advisor Claire Mackay

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 Fund Women

Client update on Brexit

We provide our updated research and analysis for clients post the UK Brexit vote.

Quantum FinancialJuly 5, 2016

Business owner exiting their business Company head or division director Established in private practice Federal Budget Investing Insights Jet setting retirees Responsible for managing family wealth Retirement planning Self Managed Super Fund Women

Client update on the election, markets and your super

We provide our updated research and analysis for clients post the 2016 Australian election.

Quantum FinancialJuly 5, 2016

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 Fund Transition to retirement

Advice for our pre-retiree clients

We summarise the key issues for our clients in their mid 50s to mid 60s…

Quantum FinancialJune 17, 2016

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 Retirement planning Self Managed Super Fund

Advice for our turbo charger clients

We summarise the key issues for our clients in their mid 40s to mid 50s…

Quantum FinancialJune 17, 2016

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 Fund Women

Changing gears in Europe

Our recommendation – Changing gear in Europe. This is our revised Investing Insights advice for…

Quantum FinancialJune 6, 2016

What my clients say

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