Hi and welcome to my blog. I share my thoughts on financial planning, Self Managed Super Funds (SMSF),
independent financial advice, retirement planning and investment insights.
Our clients live exciting lives and come from an amazing array of backgrounds. We love to share stories about them. If you have something interesting to share, please let us know! 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
Quantum Financial became Australia’s most awarded financial planning practice in 2015. Read More
Like many of my clients, I love reading. Whether it’s finance, history, politics, sport or fiction, I just love reading. It’s such a wonderful way to learn new things and to exposure yourself to new ideas. Read More
Recently I explained to David Koch how my most successful clients balance their budget. Read More
On the fourth day of independence, we examine why it can be important that your advisor is independent. Read More
I discuss with Andrew Robertson on ABC TV why financial services is geared towards men.
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There is one independent financial planner in Australia for every 319,000 people. By comparison, Australia’s 10th biggest city Wollongong has only 290,000 people. So clearly independent financial planners are as rare as hen’s teeth and you’ll need extremely good luck finding one! Read More
Understanding what our wonderful SMSF clients want is critical to providing an excellent service. Read More
On Monday we shared with you our Declaration of Independence. As Christmas approaches, we share with our wonderful clients and friends of Quantum Financial the 12 Days of Independence. On the second day of independence, we explain why independence is not enough.
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