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Learn How to Invest for A Successful Retirement

Quantum has developed a “6 steps to financial freedom” process. This is incorporated into what we know as the Quantum Wealth Plan.

1300 360 949

Start your Wealth Check Now

Most Australians won’t have sufficient assets to reach their retirement goals.

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.

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Quantum Wealth Plan

Quantum has developed a “6 steps to financial freedom” process. This is incorporated into what we know as the Quantum Wealth Plan.

6 steps to financial freedom

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.

Start your Wealth Check Now
This will calculate what funds you need to accumulate for retirement and will allow you to vary retirement income, lump sum contributions, and withdrawals. Its a quick check to see if you are on track to reach a comfortable retirement…..” financial freedom”..

Easy Process

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!


1

Initial
Meeting

Initial Meeting, at this meeting we will discussion your current financial position, your financial goals, needs and how to gain financial freedom.

2

Concepts
and Figures

Discussion of the overall concept using your own financial data and discuss some concepts on investing, tax structures and other financial issues.

3

Plan
Presentation

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.

4

Plan
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.

Case Studies

Check the sample of case studies from different economic perspectives.

First Home Buyer
Wealth Creation
Insurance Planning
Refinance and Invest
Wealth Creation
First Home Buyer

Why People Choose Us

Unbiased advice and on-going financial, taxation and investment services.

1

Taxation

We create the most tax effective structures to ensure that you maximise all taxation benefits

2

Property

We have access to a wide range of property assets across Australia with a key focus on Sydney, Melbourne and Brisbane.

3

Shares/Funds

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.

4

Financial

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.

Let us help you get started

For an obligation free consultation please complete the form and one of our diligent planners will contact you to discuss the next steps

Current Projects

Quantum has access to a wide selection of property investment across

Mahogany

Mahogany spans over eight levels with its calming neutral contemporary facade, Mahogany is undoubted...

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Linton

At home, work or play, inner city living presents an idyllic lifestyle balance and Linton Apartments...

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Alston

Style and Luxury goes hand in hand with Malvern East. Alston lives up to this reputation in every wa...

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Regent

Home to 96 residences over 12 levels, strong structural elements take centre stage while neutral ton...

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The Linden

The Linden offers the most relaxed and open plan living in the Sutherland area. An elequant mix of d...

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Adelong

A stunning building with amazing finishes. Central to local shops, schools and other amenities, make...

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1.1 Million+

Australians Invest via a SMSF

$760 billion+

Assets held in SMSF

$1.22 Million+

Average Value of SMSF with a median of $400,000

We are Here to Help You

To discus your personal finacial goals just book an appointment.

Request a call back

Still Have Questions?

Don't worry. We'll assist you. Discuss your situation with our finance experts.

Book an Appointment

Call us at

1300 360 949

info@quantumgroup.com.au

Contact Us

ATTEND A SEMINAR

Visit the link below for upcoming Quantum Wealth Seminar Dates

Quantum Seminars
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