Claire Mackay's blog | Independent financial advice ⋆ Independent financial advisor Claire Mackay

How to reform finanicial planning

By Quantum FinancialChoosing a financial planner, Financial Planner of the Year, Financial planning, Financial planning professionalism, Independent financial advisorNo Comments

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

June 9, 2016

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Changing gears in Europe

By Quantum FinancialBusiness 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, WomenNo Comments

Our recommendation – Changing gear in Europe. This is our revised Investing Insights advice for clients based on the ongoing Brexit issue. Read More

June 6, 2016

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Who is The Independent Financial Advisor?

By Quantum FinancialIndependent financial advisorNo Comments

It’s an intriguing mystery! Just who in Australia is The Independent Financial Advisor? Read More

June 1, 2016

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Claire Mackay appointed to APESB Board

By Quantum FinancialAccounting, Financial Planner of the Year, Financial planning, Financial planning professionalism, In the community, Independent financial advisor, Latest newsNo Comments

Award-winning independent financial advisor Claire Mackay appointed to the Accounting Professional & Ethical Standards Board (APESB).

May 26, 2016

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Live within your means: budget brilliantly

By Claire MackayFinancial planning, Retirement planning, Sydney Morning HeraldNo Comments

A recent article in the Sydney Morning Herald Money section titled ‘Live within your means: budget brilliantly’ highlighted Claire Mackay’s views on the topic.

May 17, 2016

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