Financial planningIndependent financial advisorMajor life eventsRetirement lifestyleRetirement planningSelf Managed Super Fund Is it ever too early or too late to plan for your retirement? In this NestEgg podcast, I discuss why it's never too early or too late to… Claire MackayApril 18, 2017
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
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
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
Federal BudgetFinancial planningIndependent financial advisorInvesting InsightsJet setting retireeManaging family wealthRetirement planningSelf Managed Super Fund Uncertainty around the super changes Here we outline the 4 key uncertainties around the super changes proposed by the Government. … Quantum FinancialJune 16, 2016
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
Independent financial advisor Who is The Independent Financial Advisor? It's an intriguing mystery! Just who in Australia is The Independent Financial Advisor? (more…) Quantum FinancialJune 1, 2016
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
Federal BudgetFinancial planningIndependent financial advisorInvesting InsightsRetirement planningSelf Managed Super Fund What wealthy people need to do because of Budget 2016 Budget 2016 was the night the superannuation world shifted on its axis. Everything changed. (more…) Claire MackayMay 6, 2016
Federal BudgetFinancial planningIndependent financial advisorInvesting InsightsRetirement planningSelf Managed Super Fund David Koch leads expert Budget panel In the wake of the super changes in Budget 2016, Claire Mackay shared her views… Claire MackayMay 5, 2016