How does a financial adviser really add value? Choosing a financial plannerClaire in the mediaFinancial Planner of the YearFinancial planning How does a financial adviser really add value? How does a financial adviser really add value?Claire MackayOctober 24, 2016
Advice for our jet setting retiree clients Federal BudgetFinancial Planner of the YearFinancial planningFinancial planning for doctorsIndependent financial advisorInvesting InsightsJet setting retireeJet setting retireesManaging family wealthResponsible for managing family wealthRetirement planningSelf Managed Super Fund Advice for our jet setting retiree clients We summarise the key issues for our jet-setting retiree clients following the material super changes…Quantum FinancialJune 17, 2016
Advice for our pre-retiree clients Business owner exiting their businessCompany head or division directorEstablished in private practiceFederal BudgetFinancial Planner of the YearFinancial planningFinancial planning for doctorsIndependent financial advisorInvesting InsightsManaging family wealthResponsible for managing family wealthRetirement planningSelf Managed Super FundTransition 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
Advice for our turbo charger clients Business owner exiting their businessCompany head or division directorEstablished in private practiceFederal BudgetFinancial Planner of the YearFinancial planningFinancial planning for doctorsIndependent financial advisorInvesting InsightsRetirement planningSelf 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
How to reform finanicial planning Choosing a financial plannerFinancial Planner of the YearFinancial planningFinancial planning professionalismIndependent financial advisor How to reform finanicial planning In 2009 Quantum Financial was one of the very few independent financial planning practices in…Quantum FinancialJune 9, 2016
Claire Mackay appointed to APESB Board AccountingFinancial Planner of the YearFinancial planningFinancial planning professionalismIn the communityIndependent financial advisorLatest news Claire Mackay appointed to APESB Board Award-winning independent financial advisor Claire Mackay appointed to the Accounting Professional & Ethical Standards Board (APESB).Quantum FinancialMay 26, 2016
Property investing in your SMSF Company head or division directorFinancial Planner of the YearFinancial planningIndependent financial advisorInvesting InsightsProperty investingSelf Managed Super FundTop 10 financial plannerVideoWomen Property investing in your SMSF I discuss with Bridie Barrie and Prue Miller on Sky Business News investing in property in…Claire MackayFebruary 23, 2016
50 things you didn’t know a financial planner should do for you Choosing a financial plannerFinancial Planner of the YearFinancial planning professionalismIndependent financial advisor 50 things you didn’t know a financial planner should do for you One of my friends recently asked me "What does a financial planner actually do?". To be…Claire MackayDecember 11, 2015
ASIC External Advisory Panel: My experiences Financial Planner of the YearFinancial planningFinancial planning professionalism ASIC External Advisory Panel: My experiences In 2014, I was asked by the Chair of Australia’s financial regulator ASIC, Greg Medcraft,…Claire MackayNovember 11, 2015
Financial planning, with integrity Financial Planner of the YearFinancial planningFinancial planning professionalism Financial planning, with integrity Unlike some of my professional peers, we welcome professional reform in financial planning.Claire MackayNovember 10, 2015