QTRBCK Wealth
About the Business
Welcome to QTRBCK Wealth, located at Forrest, Manuka Circle, 25 in Australia. As an establishment in the finance industry, we are a point of interest for successful business owners and high-ranking professionals seeking tactical financial advice.
At QTRBCK, we pride ourselves on delving deep and taking the time to ensure that our clients are making the most of their success. As a Corporate Authorised Representative of Australian Unity Personal Financial Services Ltd (AUPFS), we operate under strict regulations and guidelines to provide bespoke solutions to our clients.
Our team, led by Jeremy and Tim, specializes in holistic financial advice strategies. We understand that each client has unique needs and goals, so we tailor our services accordingly. Our expertise encompasses various areas, including tax minimization, superannuation (including SMSF's) and government schemes (CSS, PSS, PSSap, DFRDB, MSBS, SSS, SASS), discretionary & testamentary trusts, corporate structures, insurance, debt management, income splitting, cash flow analysis, estate planning, inter-generational planning, and investment advice.
We take pride in being more than just financial advisors. We see ourselves as project managers, innovators, architects, counselors, advisers, sounding boards, opportunists, dreamers, realists, and most importantly, good mates to our clients. We believe in building profound connections with our clients, understanding their unique circumstances, and helping them navigate their own road map to financial liberation.
If you are a successful business owner or a high-ranking professional looking for personalized and comprehensive financial advice, QTRBCK Wealth is here to assist you. Contact us today to start your journey towards protecting and building wealth.
Photos
Location & Phone number
25 Manuka Circle, Forrest, Australian Capital Territory 2603, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Definite sense of relief now with my finances after talking with Tim and Jeremy at Qtrbck. I really liked their style and felt very confident with their approach and outcomes for my financial future. Thanks guys. Julie"
"From the first engagement, we knew we were in good hands with QTRBCK. Their customer onboarding process is incredible, high attention to detail, excellent customer service and great responsiveness. The market and industry knowledge is evident and they have great track records. If you've been waiting to find the right advisors, you can stop looking."
"We found the level of detail provided in our initial meeting to be extremely helpful and gave us great insight into possibilities to grow our wealth, some of which we didn't know were possible. The time Jeremy and Tim took to get to know us and our personal goals for the future, specifically retirement and setting our kids up, gave us a tailored approach. We left our first meeting excited to hear more of their advice and confident that they have our best interest in mind. We're looking forward to working with QTRBCK and highly recommend them to anyone wanting to get ahead in their financial future."
"Jeremy and Tim at QTRBK Wealth have been an absolute delight to work with in setting myself and my wife up with a smart strategic wealth plan for our retirement. After some previous unhappy experiences with other financial advisers (that seemed to be in a hurry and pushing hard), we were very happy with how much time they spent with us to understand our specific life situation, goals, plans and needs and came up with detailed, and completely transparent plan that covered all aspects of our future lives. My wife and I are quite financially literate and have been impressed with the Macquarie Bank background and great connections that these guys have, which is clearly demonstrated in the investment portfolio and tax planning strategy that they customised for us, that is robust, fit for purpose, and responsive to new market opportunities and rebalancing. And as an added bonus, they are local Canberrans that are as equally passionate as us about living in, and enjoying our beautiful Bush Capital."
"Jeremy and Tim were great to deal with. They created a personalised service from the get go and took their time to listen and understand our short term and long term goals. Their attention to detail was fantastic and were genuine in helping us achieve our desired outcome. Looking forward to continuing to work with them and enjoying the benefits of their professional service."
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