Partner with a trusted advisor to protect and build your wealth
Welcome to Quantum Financial, Australia's most awarded financial planning practice. We are a truly independent private wealth management business, dedicated to providing expert financial advice to successful professionals, business owners, and jet-setting retirees.
Our History
Founded in 1994 by Bill Mackay, Quantum Financial has been committed to providing conflict-free advice to our clients. We don't have our own products to sell, and we don't accept kickbacks or commissions. Our mission is to provide expert advice that is in your best interests and to become your family's trusted advisor for the long term.
Our People
Our team of multi-disciplinary advisors comes from successful careers in investment banking and accounting. They are among the best in the country, and they are dedicated to providing personalized service to our clients. Our principals, Tim Mackay and Claire Mackay, are both award-winning advisors with a deep understanding of financial planning and wealth management.
Our Services
We offer a range of services designed to help you achieve your financial goals. Our expertise includes:
- Retirement Planning: We help you create a personalized retirement plan that aligns with your goals and aspirations.
- Investment Advice: Our expert advisors provide sophisticated investment strategies tailored to your individual needs.
- Business Owners: We provide financial planning and investment advice to business owners, helping you to achieve your business and personal goals.
- Insurance Advice: We help you navigate the complex world of insurance, ensuring you have the right coverage for your needs.
- Managing Cashflow: Our experts help you to manage your cashflow, ensuring you have the funds you need to achieve your goals.
- Receiving an Inheritance: We provide guidance on managing inherited wealth, helping you to make the most of your inheritance.
- Estate Planning: Our advisors help you to create a comprehensive estate plan, ensuring your loved ones are protected.
- Divorce or Separation: We provide expert advice on managing finances during divorce or separation, helping you to navigate this complex process.
What Makes Us Different
We are one of Australia's few truly independent private wealth management businesses. We don't accept commissions or kickbacks, and we are not aligned with any large institution or product provider. Our advisors are committed to providing independent, ethical advice that is in your best interests.
Mixed Bag of Reviews for Quantum Financial
Negative Experiences
Two reviewers, Ryan Robin and Donna Ayoub, had extremely poor experiences with Quantum Financial, citing concerns about identity theft and lack of response to inquiries. Ryan Robin warned against engaging with the organization, stating that it was a "fake business" that posed a high risk to personal and financial information. Donna Ayoub was disappointed when she received a computer-generated response to her email, which made her feel like she wasn't considered a "client worthy" individual.
Positive Encounters
On the other hand, several reviewers had overwhelmingly positive experiences with Quantum Financial. These reviewers praised the team's expertise, independence, and client-centric approach. Claire and Tim were particularly mentioned for their exceptional service, with one reviewer, John Rolfe, stating that Claire's expertise was "unmatched" and that she and Tim acted with the client's best interests at heart. Other reviewers, such as Toni Ford and Janelle Stock, appreciated the clear and practical advice they received, as well as the team's passion for finance and their ability to provide tailored advice.
Long-Term Satisfaction
Some reviewers, like Jim Cantor and Stephen & Cherry Harman, have been clients of Quantum Financial for several years and have been consistently satisfied with the service they received. They appreciated the team's conservative approach, impartial advice, and transparency in their fee structure.
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