Managing family wealth Archives ⋆ Independent financial advisor Claire Mackay

Like the Wizard of Oz, as long as financial players can can hide behind complexity, consumers can believe financial gurus have the secrets.

Australian Financial Review Financial planning Investing Insights Jet setting retiree Managing family wealth Self Managed Super Fund SMSF-basics

Complexity helps justify fees

Like the Wizard of Oz, as long as financial players can can hide behind complexity,…

Quantum FinancialApril 9, 2019

Claire Mackay Independent Financial Planner

Awards Claire in the media Financial planning Jet setting retiree Managing 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

Claire Mackay Independent Financial Planner

Awards Claire in the media Financial planning Jet setting retiree Managing 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 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

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

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

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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