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.
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 sought the advice of Quantum Financial several years ago and have worked closely with Tim Mackay since. Tim's industry expertise, professionalism and sound advice have been instrumental in the success of my portfolio. Tim is a great communicator and explains the reasoning behind his recommendations in a clear and understandable way. I have no hesitation in recommending Tim and Quantum Financial.
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.
Tim Mackay has been assisting us with financial advice for 4 years now and during this entire period he has never failed to give us sound and wise advice. He is very respectful of our ideas and answers all of our questions. Tim is also very honest and tempers his sound advice with a sense of humour which helps when dealing with money, markets and looking out for our futures. We are very grateful that we have found a financial advisor whom we can trust.
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.
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2005
- Years of experience 18
- Master of Business Administration
Quantum Financial Services Australia Pty. LtdLevel 3, 9 Help Street
Chatswood, NSW 2067
Quantum Financial Services Australia Pty. Ltd