Claire Mackay

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.