“Do something today that your future self will thank you for.”

– Unknown

In life, the only time you have the power to make a difference for your future is now.
What action will you take today that directs you to where you would like to go?

“Every journey is unique, let us help you and your family navigate yours.”

– Unknown

At Quadrant Wealth you and your family are most important to us. Our number one priority is to nurture your journey through a lifelong relationship and inspire confidence in the path you travel.

“A big part of financial freedom is having your heart and mind free from the worry about the what-ifs of life.”

– Suze Orman

Our role as your advisor is to work with you collaboratively, to keep things simple and identify those facets of your life that can impact your wealth. This allows you to make the important decisions along the way to shape your financial future and plan for generations to come.

“If today were the last day of your life, would you want to do what you are about to do today?”

– Steve Jobs

At Quadrant Wealth we are exceptional at taking the worry out of your life. We believe that life is not about riches but about being enriched and enriching those around you. It’s about creating your legacy, fulfilling lifelong dreams, and leaving your mark.

About Quadrant Wealth

Quadrant Wealth is a privately owned, boutique wealth management and financial planning company.

We offer highly personalised and tailored solutions in wealth and investment management, superannuation, retirement planning and personal and business insurance.

Our comprehensive industry experience allows us to approach each client with honesty, transparency and utmost discretion. We pride ourselves on focusing on what we do best and doing it well.

We acknowledge that we cannot be all things to everyone. Through our collaborative approach, we partner with industry leaders through a referral partnership in the areas of Accounting, Estate Planning, Mortgage Broking and Property Buying.

At Quadrant, our business integrity and collaborative nature mean we place great importance on our client relationships, which we strive to foster and build for a lifetime. Above all, we have your interest as our client at heart, always putting you first, ahead of any personal benefit.

Why choose Quadrant Wealth?

  • We appreciate the opportunities and responsibilities that wealth brings.
  • We understand that no two families are the same, and as such, we approach each relationship with the respect that it deserves.
  • Our offering is inclusive, and we encourage our clients to take an active role in their financial affairs with a partner who can be relied upon and trusted.
  • We are industry experts; we’re not afraid to ask the tough questions and challenge our clients thought processes.
  • We believe that successful investing is hard work and requires independent thinking, discipline and common sense.
  • We believe in the preservation of wealth and management of risk.
  • We invest with active managers who have an identifiable edge in their investment process.

David Isaccs photo

David Isaacs
Managing Director

Our Services

Quadrant Wealth offers tailored wealth management and financial planning solutions to Professionals, Families, Retirees and Inheritors.

Our team understands that financial planning is an evolutionary process and with this in mind, we work inclusively with you when developing your financial plan and investment strategy to support you throughout the various stages of your life.

These services include:

  • Wealth and Investment Management
  • Superannuation
  • Retirement Planning
  • Personal and Business Insurance

Our Clients

Our client base is diverse, and all too often we see customers being segmented based upon age. Our approach differs in that we identify your needs based upon your respective stage of life.

Accumulation occurs early in your career; when you initially enter the workforce and for some years thereafter.
Although you may be earning substantial money and have the capacity to begin saving, your net worth may still be small. It could even be negative if you have accumulated debt from student loans, a home mortgage, or a car loan.
During this phase, your priorities may be buying your first home or upgrading your existing home, starting a family, saving for your children’s education, building up an emergency fund and importantly, protecting yourself, your family and even your business from the unfortunate financial burden that an unexpected event may present.
While investments at this stage of your life cycle appear far on the horizon, an early adoption of a sound insurance and financial plan is essential. It will set you on the path to protecting and achieving your long-term financial freedom.
This is about creating your legacy
Consolidation takes place during the mid-to-late stages of your career.
By now you have paid off the majority of your debt and reduced your related cash outflows. Your income exceeds your expenditure.
During this phase, you begin to generate sufficient savings with which to invest seriously for retirement.
As your investment planning window period is still long, the focus should remain on growing your asset base with appropriate investment and planning strategies.
This is about cementing your legacy.
Spending commences at retirement as employment or business income slows or ceases.
Typically at this stage of life, your debt should be minimal, your children have grown up and no longer financially dependent, and your required expenditure to meet daily living expenses should not be extensive.
With an increase in life expectancy, you could easily retire, yet live longer than traditionally has been the case. That means retirement income needs to last for a lot longer.
Without a salary, income will be derived primarily from your investments and a sound retirement and investment strategy becomes paramount to deal with the necessity for income generation and importantly the need to manage longevity risk.
Gifting is the final stage in your life.
At this life stage, you possess more assets than you require until the end of your life.
You begin to gift your wealth to others. In most cases, this includes family members, yet today more and more people are becoming involved in philanthropic activities. Some clients set up trusts and foundations with their wealth to contribute directly to and manage their charitable objectives.
This is about leaving your legacy.

Contact

OUR OFFICE

1205, 1 Newland Street
Bondi Junction NSW 2022

Phone: +02 9386 9156

David Isaacs and the Trustee for Davjo Isaacs Family Trust t/a Quadrant Wealth are Authorised Representatives (No. 433949/1248442) of Quadrant Wealth Pty Ltd AFSL No. 507683 ABN: 94 614 524 060

Connect with us:




    Disclaimer: The information contained in this website is of general nature and does not take into account any personal circumstances. Whilst all care is taken in the preparation of this material, Quadrant Wealth and Quadrant Wealth Pty Ltd and its employees, do not give any guarantees, undertakings or warranties concerning the accuracy or completeness of the information provided. The information contained in this material should not be relied upon as a substitute for professional financial advice (including tax advice) and you are advised to consider obtaining professional financial advice if the information is of sufficient importance to you. Quadrant Wealth and Quadrant Wealth Pty Ltd accepts no liability of any kind to any person who relies on the information contained in the material.This site does not collect information without your consent in line with our Privacy Policy.