Tim 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.

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.