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.
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.
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.
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.
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.
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.
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.
- Adviser status Platinum
- Number of reviews 10
- First year providing advice 2004
- Years of experience 18
- Master of Laws
Quantum Financial Services Australia Pty. LtdLevel 3, 9 Help Street
Chatswood, NSW 2067
- 9:00am – 5:00pm Tuesday – Friday
- 9:00pm – 5:00pm Monday
Quantum Financial Services Australia Pty. Ltd