Tim Mackay

Quantum Financial Services Australia Pty. Ltd

Gold
17 Yrs Experience
Chatswood, NSW 2067

I work with pre-retirees and retirees looking to fund their dream retirement.

Senior professionals and successful business owners who have concerns managing their family’s wealth seek financial peace of mind.  They want certainty that they are making informed financial decisions.

A number of successful professionals and business owners who seek my services are unhappy with the level of service they are receiving from their current advisor.  They feel that their adviser is not acting in their best interests and have lost confidence in them.

Clients seek independent and ethical advice, not advice that is aligned with any product provider. Many of my clients approaching retirement typically either have an SMSF or aspire to have one.

I work with my clients to take away their concerns over their investment decisions, asset allocation, reducing taxes, and ensuring they will have enough to support their dream lifestyle through retirement.

Our clients trust us to do the right thing by them.

“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. An enormous burden has been lifted off my shoulders.”

In our first meeting we determine whether we can provide value.  If not, we will honestly tell you so.

We devise a plan and establish the right structures in place to ensure that should something happen to them, their family’s wealth is distributed the way they want.

Adele Ferguson wrote of me “With so many conflicted planners operating in this country it is important to have a voice that stands out for those planners who have embraced a model that promotes their clients’ interests.”

Family owned, Quantum Financial is the most awarded financial planning practice in Australia. I am co-principal in the business with two of Australia’s best financial planners – my sister Claire Mackay and my father Bill Mackay.

I developed my investing skills at Deutsche Bank and UBS in London and New York.  I was awarded SMSF Adviser of the Year 2014 by Independent Financial Adviser and the national SMSF Best Practice Award 2014.  In 2012 I was awarded the Excellence in Business Ethics award by the NSW Business Chamber.  I am regularly asked my views on ABC TV and in the AFR.

Visit our website for views on Quantum Financial’s approach to financial planning and SMSF advice from ABC TVs & Eureka Report’s Alan Kohler, Fairfax’s Adele Ferguson and other respected finance experts.

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

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 Gold
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Quantum Financial Services Australia Pty. Ltd

Level 3, 9 Help Street
Chatswood, NSW 2067

Licensed by

Quantum Financial Services Australia Pty. Ltd

AFSL 239200