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