Quantum Financial in Sydney, Australia | Financial planner

Quantum Financial

Locality: Sydney, Australia

Phone: +61 2 8084 0453

Address: Level 3, 9 Help Street 2067 Sydney, NSW, Australia

Website: http://www.quantumfinancial.com.au

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• Investing service
• Financial planner

25.01.2022 Personal finance lessons you can take from the investigative skills of Colleen Rooney #WagathaChristie No, as much as that sounds more fun that writing about #Brexit or #SMSF s, we ain't going there.

24.01.2022 We have published the 17th edition of Investing Insights ‘The Roaring Twenties & All That Jazz’, our market outlook for 2020. We encourage clients to use a slight defensive asset allocation as a way to partially weather the coming market volatility. In this edition we take a longer term view on how key investing themes might play out over the next decade and discuss our increased focus on sustainable investing in ‘Investing with purpose’ If you haven’t got time to read (it's ...a lot to read in one go!), here’s a quick executive summary: We encourage you to strap yourself in for the weirdest election ever; explain why Megxit will happen before Brexit; we share the weird & wonderful of 2019; we take lessons from The Eagles, Wile E. Coyote, the Lorax & the 19th century US whaling industry; we identify 12 key investing themes for the new roaring 20s & look forward to 2030 when President Taylor Swift is inaugurated in her first term. We hold a defensive outlook for the next 6 to 12 months. We acknowledge that the Coronavirus (like SARS in 2003 and Swine Flu in 2009) is a reminder that an unexpected event can occur at any time and that portfolio diversification is crucial. This report forms part of Quantum Financial's proprietary, award winning investment research.

23.01.2022 How to pass on your SMSF wealth effectively. Everyone’s situation is different, but with prior planning, much of the superannuation death tax can legally be reduced to zero. https://www.quantumfinancial.com.au/how-pass-on-wealth-effe

22.01.2022 Tim Mackay shares his market view on ABC TV - From Wall Street to the ASX, records keep getting chalked up. https://youtu.be/35fKLS8wy0E?t=87

20.01.2022 1.5 weeks ago we called every single client to brief them about Coronavirus and then positioned their portfolios accordingly. And that pivot was right after we issued out latest #InvestingInsights. The benefits of proactive financial advice.

18.01.2022 An exhausting but interesting day. We sent all of our clients correspondence today outlining what they needed to know & do. The only client who called us rang to tell us we'd forgotten their birthday, which we were terribly sorry about. We are paid to worry so our clients don't need to.

18.01.2022 We are incredibly proud of our #InvestingInsights reports. Here is a snapshot of our most recent 4 reports.

15.01.2022 Time for a portfolio fine-tune Key point: Great investing ideas and portfolio management are different skills. Both are important but the latter goes well beyond making good individual investment decisions. https://www.quantumfinancial.com.au/time-for-portfolio-fine #SMSF #Investing #Finance #Superannuation #Retirement #FrankingCredits

12.01.2022 How to pass on your SMSF wealth effectively Everyone’s situation is different, but with prior planning, much of the superannuation death tax can legally be reduced to zero. https://www.quantumfinancial.com.au/how-pass-on-wealth-effe

10.01.2022 Quantum Financial's Tim Mackay recently grilled Rob (Global Investment Strategist, MFS), Jonathan (Head of Investments, State Street Global Advisors) & Aiden (Head of Investment Strategy, Vanguard) about the state of markets on stage at the #BarronAustralia 2020 summit. 'Covid-19, what do we do?'

09.01.2022 Investing Insights: Flying above the danger zone Hi, You will probably have noticed the market falls over the past few days. Well, if you haven’t, we at Quantum Financial certainly have! There are a few important things we’d like you to note about the market volatility: This is in line with our expectations for a more volatile outlook for 2019 into 2020 these market gyrations don’t surprise us. We have literally just finished our latest Investing Insights report for ...Continue reading

07.01.2022 Worried about market volatility? If not, well you should be. We sent the below email to our clients last week explaining what they need to know. If you have an advisor, they will have already given you similar pro-active advice. https://www.quantumfinancial.com.au/flying-above-danger-zo/

05.01.2022 Who else is looking forward to the next very big edition of Investing insights? Thank you Mr President.

01.01.2022 Exciting news. We are putting the final touches on our latest #InvestingInsights for clients. The roaring 20s & all that jazz. We share essential portfolio changes & insights for clients.