We advise a select group of successful professionals, business owners and jet setting retirees. Quantum Financial clients have a life and are time poor. They value dealing with a professional and are willing to delegate management of their finances and partner with a trusted, expert advisor to protect and build their wealth.
Quantum Financial clients want independent, ethical advice not aligned with a large institution or product provider. We are one of Australia's few truly independent private wealth management businesses. Our multi-disciplinary advisors come from successful careers in investment banking and accounting and are among the best in the country.
Quantum Financial clients want independent, ethical advice not aligned with a large institution or product provider. We are one of Australia's few truly independent private wealth management businesses. Our multi-disciplinary advisors come from successful careers in investment banking and accounting and are among the best in the country.
Services
Services
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Best of breed investment ideas and sophisticated strategies for investing in your SMSF and in other appropriate investing structures (trusts, companies, etc). Smart financial planning will smooth the process for you, get you back on your feet financially and help you create and maintain the life you deserve.
Key people
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Today I only advise a very small number of long standing clients. We are a family business run on family values serving our clients' families. I am passionate about providing the next generation of Quantum Financial's management team with my strategic and mentoring advice. Together with my business partner and sister Claire, I advise a small number of pre-retirees and retirees looking to fund their dream retirement.
Claire Mackay
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Hi, my name is Claire Mackay and I am an independent financial advisor and business owner at Quantum Financial. Along with my brother Tim, I am part of the second generation advising our wonderful clients. I developed my investing skills at Macquarie Bank and PwC.
I was recognised as Financial Planner of the Year 2015 by Money Management; as Investment Advisor of the Year 2014 and was awarded Excellence in Financial Advice 2014 by Independent Financial Advisor.I am regularly asked my views on ABC TV and in the Australian Financial Review.
I was recognised as Financial Planner of the Year 2015 by Money Management; as Investment Advisor of the Year 2014 and was awarded Excellence in Financial Advice 2014 by Independent Financial Advisor.I am regularly asked my views on ABC TV and in the Australian Financial Review.
What others say about us
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A mate of mine is Claire Mackay, a financial planning wiz and was recently gonged Financial Planner of the Year. She helps people set themselves up for the future. It's a battle for independence. Claire Mackay is one of a new generation of financial planners fighting to reform the industry. Duncan Hughes, Australian Financial Review business journalist and Walkley Business Award winner.
What our clients say
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I chose Quantum as my advisors because of their transparent fee for service model rather than a commission based approach. In addition to the transparency, I've also found that Claire and Tim Mackay are super smart people. The two main reasons why we chose Quantum were that unlike many other financial advisors, Quantum charge a fee for service rather than lining their pockets with commissions.
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