Choosing a financial planner
Choosing a financial planner that you can trust is an incredibly important process.
Here I share my top tips on what you should look for in an expert, independent financial planner.
In 2009 Quantum Financial was one of the very few independent financial planning practices in Australia asked to appear as expert witnesses before a Joint Parliamentary Committee. Read More
One of my friends recently asked me “What does a financial planner actually do?”. To be honest, until I entered the profession I wondered very much the same thing myself. Read More
Understanding what our wonderful SMSF clients want is critical to providing an excellent service. Read More
According to the respected SuperGuide website, there are only 74 independent financial planners in Australia. Quantum Financial advisors are proud to be among them. Read More
Disposing of the services of a financial advisor shouldn’t be done after one or two bad patches, but if there is a reason to part ways, then the quickest way is best.
Financial planning requires attention to detail and a structured plan. Read More
Finance expert Maureen Jordan and independent financial planner Claire Mackay discuss how you should choose a financial planner. Read More
INVESTING INSIGHT: Even after 500 years, Shakespeare’s works offer tips to help investors avoid becoming fortune’s fools. Read More
Quantum Financial advisor, Claire Mackay talks to Daniella Doughan about getting independent financial advice on David Koch’s Business Builder / Yahoo Finance. Read More