With new rules limiting what you can contribute and withdraw from Super, is Super going to be enough to provide a living income for your retirement?
Evidence shows that to live comfortably in Australia, you will need at least $2m in financial assets.
To reach Financial Freedom you need to ensure that you have a suitable wealth plan in place.
Quantum has developed a “6 steps to financial freedom” process. This is incorporated into what we know as the Quantum Wealth Plan.
Quantum’s philosophy is to provide innovative investment choices to our clients that are supported by a strong and strategic investment and a tax effective retirement plan.
We have a simple 4 Stage Wealth Plan creation process. A lot of the information is available on-line and post creation of your wealth plan is available for you to review modify and consider its benefits with full on-line tracking so that you are kept up-to-date throughout the year.
Start your Wealth Plan today.
It takes less than 2 minutes!
Initial Meeting, at this meeting we will discussion your current financial position, your financial goals, needs and how to gain financial freedom.
Discussion of the overall concept using your own financial data and discuss some concepts on investing, tax structures and other financial issues.
The next step is going to prepare and then present your documented Wealth Plan and we will walk through and discuss the merits and process, prior to implementation.
Finally, once you are completely satisfied we will execute your Wealth Plan and the recommended transactions and any taxation structures proposed in your plan.
Unbiased advice and on-going financial, taxation and investment services.
We create the most tax effective structures to ensure that you maximise all taxation benefits
We have access to a wide range of property assets across Australia with a key focus on Sydney, Melbourne and Brisbane.
We have access to fully researched shares, managed funds and ETO, that allow you to gear both inside Super and externally, to enhance the overall returns over the medium to long-term.
At Quantum Finance we are able to provide professional credit solution to complement any property advice or consultation that is provided by Quantum or others.
For an obligation free consultation please complete the form and one of our diligent planners will contact you to discuss the next steps
Quantum has access to a wide selection of property investment across
The Linden offers the most relaxed and open plan living in the Sutherland area. An eloquent mix of d...
Visit UsAustralians Invest via a SMSF
Assets held in SMSF
Average Value of SMSF with a median of $400,000
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