Investing Insights Archives ⋆ Page 3 of 6 ⋆ Independent financial advisor Claire Mackay

Federal Budget Financial Planner of the Year Financial planning Financial planning for doctors Independent financial advisor Investing Insights Jet setting retiree Jet setting retirees Managing family wealth Responsible for managing family wealth Retirement planning Self 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 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

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 Budget Financial planning Independent financial advisor Investing Insights Jet setting retiree Managing family wealth Retirement planning Self 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

Financial planning Investing Insights Self Managed Super Fund

The orange one

The possible election of Donald Trump could have a significant impact on markets.

Quantum FinancialJune 16, 2016

Finance trivia Financial planning Investing Insights Quiz

Quantum Financial Quiz #13: EU trivia

As the UK contemplates Brexit, test your European Union knowledge with our quiz.

Quantum FinancialJune 16, 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

Federal Budget Financial planning Investing Insights Retirement planning Self Managed Super Fund

UPDATED Budget 2016 Survival Guide

Welcome to the UPDATED version of our Investing Insights Report special 2016 Federal Budget edition.

Claire MackayMay 13, 2016

Federal Budget Financial planning Investing Insights Retirement planning Self Managed Super Fund

Our election outlook (or why elections don’t matter)

The July 2 Australian Federal election will be of great interest to many of our…

Claire MackayMay 7, 2016

Federal Budget Financial planning Independent financial advisor Investing Insights Retirement planning Self 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.

Claire MackayMay 6, 2016

Investing Insights

Advice for our jet setting retiree clients

Advice for our pre-retiree clients

Advice for our turbo charger clients

Uncertainty around the super changes

The orange one

Quantum Financial Quiz #13: EU trivia

Changing gears in Europe

UPDATED Budget 2016 Survival Guide

Our election outlook (or why elections don’t matter)

What wealthy people need to do because of Budget 2016

What my clients say

Independent financial advice

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