Australian Financial ReviewFinancial planningInvesting InsightsJet setting retireeManaging family wealthSelf Managed Super FundSMSF-basics Complexity helps justify fees Like the Wizard of Oz, as long as financial players can can hide behind complexity,… Quantum FinancialApril 9, 2019
AwardsClaire in the mediaFinancial planningJet setting retireeManaging family wealth Barrons Top Advisor 2018 In 2018 The Australian newspaper and the US financial magazine Barron’s once again published the… Claire MackayAugust 24, 2018
AwardsClaire in the mediaFinancial planningJet setting retireeManaging family wealth Barrons Top Advisor 2017 In 2017 the Australian newspaper and the US financial magazine Barron’s published the pre-eminent list… Claire MackayAugust 24, 2017
Business owner exiting their businessCompany head or division directorEstablished in private practiceFinancial planning for doctorsInvesting InsightsJet setting retireeJet setting retireesManaging family wealthResponsible for managing family wealthRetirement planningSelf Managed Super FundWomen Client update on Brexit We provide our updated research and analysis for clients post the UK Brexit vote. (more…) Quantum FinancialJuly 5, 2016
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
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
Business owner exiting their businessCompany head or division directorEstablished in private practiceFinancial planningFinancial planning for doctorsInvesting InsightsJet setting retireeJet setting retireesManaging family wealthResponsible for managing family wealthSelf Managed Super FundWomen Changing gears in Europe Our recommendation – Changing gear in Europe. This is our revised Investing Insights advice for… Quantum FinancialJune 6, 2016