Claire MacKay

Quantum Financial Services Australia Pty. Ltd

Platinum
18 Yrs Experience
Chatswood, NSW 2067
Which describes you best? You are a successful professional or business owner who wants to increase your wealth while protecting your assets. Or you are pre-retiree looking to fund your dream retirement or have already retired and concerned about managing your family wealth and ensuring your loved ones will be looked after in the event of your not being able to do so in the future. You have a life and are time poor. You “get” the value of dealing with a professional and are willing to delegate management of your finances to a trusted advisor. You want independent, ethical advice not aligned with a large institution or product provider. I deliberately work with only a select number of clients so I can give you the attention you expect. Our goal is to provide you with the highest level of tailored service. To add far more value than you pay for with our fixed fees. Our clients come to us for peace of mind “After the sudden death of my husband, I felt very vulnerable and I knew I needed a financial advisor that I can trust implicitly. When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with. I connected with her and I am glad I did. Not only is Claire very personable, she’s a lovely person and easy to talk to. On a professional level, she’s got a great deal of credentials. She’s an accountant, a financial planner and has a law degree too.” Trusted by peers and regulatory authorities I developed my investing skills at Macquarie Bank and PwC . I was recognised as Financial Planner of the Year 2015 by Money Management; Investment Advisor of the Year 2014 and Excellence in Financial Advice 2014 by Independent Financial Advisor. I am regularly asked my views on ABC TV and in the AFR. In 2015 I joined David Koch onscreen to discuss the Federal Budget. Alan Kohler wrote of me “One of my favourite financial planners, Claire Mackay of Quantum Financial in Sydney”. I sit on ASIC’s External Advisory Panel with Peter Costello, David Gonski, Catherine Livingston and others. I am a Certified Financial Planner, Chartered Accountant, Chartered Tax Advisor and Self Managed Super Fund expert. I hold Degrees in Commerce and Law and a Master’s Degree in Law. But all work and no play would make me a dull Financial Planner. When not managing your money, I love adventures including climbing Machu Picchu, backpacking Africa & India; walking the Kokoda Track, and the Palm Beach to Whale Beach Big Swim. Please contact my team for a complimentary copy our proprietary Investing Insights report on 02 8084 0453. I look forward to hearing from you.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
My fees
Get in touch

After your initial meeting, we will undertake a highly structured process in which we assess your personal circumstances, the complexity of your situation, our assessment of our professional time and any additional risk factors. I will then provide you with a completely transparent fixed fee in your Service Agreement. You will know to the dollar how much you will pay before you commit to anything. Quantum Financial’s minimum annual fee for a basic client situation is $10,000. Your fee will be calculated based on your circumstances. This one agreed, fixed fee is the only fee Quantum Financial receives for providing your services. We know that Quantum Financial are not the cheapest financial planners in the market. For clients we partner with, we know that we will add more value than the fees you will pay.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 10
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Master of Laws
  • Language spoken
    • English

Quantum Financial Services Australia Pty. Ltd

Level 3, 9 Help Street
Chatswood, NSW 2067

Opening hours

  • 9:00am – 5:00pm Tuesday – Friday
  • 9:00pm – 5:00pm Monday

Licensed by

Quantum Financial Services Australia Pty. Ltd

AFSL 239200

5.00
10 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 10

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5.00

"I'm very happy to recommend Claire Mackay and Quantum Financial. Claire has very substantial experience and expertise in the industry and I value her advice highly."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We signed up with Claire and Tim in 2012 following lengthy research and deliberation. After we established our SMSF in 1987, three consecutive advisors provided reasonable financial management but certainly not of the same calibre as the comprehensive, transparent and efficient service we have had from Quantum Financial in Sydney over the past four years."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I expect my financial advisor to be active on my behalf & help me have my money work for me. In the past I sometimes felt like a “captive” client, where the financial planner would assume that I would remain a client while providing very little ongoing value. I wanted to avoid planners who push products in which they have a vested interest & get paid trail commissions. I interviewed a number of planners, created a short list & chose Tim & Claire Mackay of Quantum Financial because they are the best fit for my needs. There are a number of areas I believe they excel in: Active in terms of recommendations & the logic behind their choices. On the ball - When something new comes into the market they keep me informed Regular newsletter which helps me understand the bigger picture when it comes to successful investing. Very responsive & always make time to see me. Above all, they provide me with sound financial advice, are very professional, knowledgeable & good communicators."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was looking for someone whom I could trust to look after the affairs of my elderly and not very mobile mother. A financial advisor who was ethical, truly independent, honest, reliable and transparent in their dealings with investment houses. And I found not one, but two in Claire and Tim Mackay. Both of them are just delightful young people. They are very, very nice, very personable. Their greatest quality, in my view is that, I feel they are decent and honest. I truly believe that they have their client’s best interest at heart. I used to subscribe to all sorts of newspapers, financial reports etc., just to make sure that my financial advisor was kept on the straight and narrow. I don’t have to do this anymore. I trust Claire and Tim to do the right thing by my Mother. An enormous burden has been lifted off my shoulders. I feel most comfortable recommending Quantum to my family and. In fact, two of my siblings moved their affairs across to Claire and Tim Mackay."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I’ve been a client of Quantum Financial in Chatswood since 2011. After the sudden death of my husband, I felt very vulnerable and I knew I needed a financial advisor that I could trust implicitly. Not only was I left with quite a complex financial structure, but over the years I have heard some real horror stories as to how some financial advisors have taken advantage of their clients. Not only is Claire very personable, she’s a lovely person and easy to talk to. I feel very confident in her ability and trust her confidentiality. I also like her ethics and the way Quantum Financial charge their clients. Quantum Financial really do have integrity – there is continuity between what they say and what they do. I definitely rate Claire as a person, her services and her willingness to support and listen to me, whether it is finance related or not, at a 10 out of 10. I have no hesitation at all in recommending Claire Mackay of Quantum Financial to any of my family and friends."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Within 10 seconds of our first hello, Claire was clearly right on the ball & well within 5 minutes she had nailed it. Her no nonsense approach, her wit, her candour & her ability to get precisely on task immediately (and so nicely too!), inspired instant confidence. Thanks Claire for pushing away the clouds of financial doubt & bringing out the sun! What’s more, you really cared. Your professionalism, your warmth and your knowledge left me on a natural high! Thank you so much!"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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. Reason number two is that they are small and we’re not “just a number” to them. We have found that Claire and Tim Mackay follow a rigorous process, including assessing our “appetite for risk” on an ongoing basis. Claire and Tim treat us as people, rather than just clients and more importantly as a family. Part of their process includes them talking to our children at no extra charge. We both really appreciated that."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am taking the opportunity to post a review of Quantum Financial because, like so many others, I found it very difficult to identify financial planners that met my expectations. This was particularly true of exploratory meetings that I had with planners from one of the Big Four banks. At Quantum Financial, Tim and Claire Mackay operate in ways that seamlessly meet all of my requirements. Their academic qualifications in Accounting, Law, Economics, Commerce, Business and Financial Planning are significant factors for me. These qualifications and breadth of experience in banking and finance provide me with a level of expertise which far exceeds anything that I encountered anywhere else."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I feel I am hopeless when it comes to money and investment, all I am interested is what my financial security is and how my investments are going. I am very happy with the results that Quantum Financial has been able to achieve for me. Claire and Tim Mackay, Bill’s children, have now taken on the business, and I can only say that both of them are looking after me as well as their father did. They both are highly qualified, very knowledgeable; they care about my wellbeing and they keep me well informed."

  • Superannuation
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I’m a medical doctor, with a booming practice. Being extremely busy I realised that I had enough on my plate with my growing business and needed someone to put structure into my personal and business finances. Claire acts as my financial controller. I believe transparency and honest are paramount on the part of your financial advisors. I really appreciate Quantum’s transparency when it comes to financial recommendations and the fact they completely rebate any commissions they receive from financial institutions. This gives me confidence they always act in my best interest. I trust Claire implicitly and she’s become my go to person for all matters financial."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce and Bachelor of Laws

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
2000

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Chartered Accountant (CA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Chartered Accountants Australia and New Zealand (CA ANZ) (prev ICAA)
Completed
2005

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2009

Master of Laws

Level
9 - Masters Degree
Institution
The University of Sydney (USYD)
Completed
2008

Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Law Society of New South Wales

Membership type
Member

The Tax Institute

Membership type
Associate
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