Quantum Financial Independent Financial Planners Sydney
9 Help Street, Chatswood, New South Wales, Australia
About Quantum Financial Independent Financial Planners Sydney
Welcome to Quantum Financial, your trusted independent financial planners in Sydney. Located at Help Street, Chatswood, we are a leading establishment in the finance industry and a point of interest for individuals and families seeking expert advice to protect and build their wealth.
At Quantum Financial, we understand that our clients have busy lives and limited time to manage their finances. That's why we offer professional services to help them delegate the management of their wealth, allowing them to focus on what matters most. Our clients value the peace of mind that comes from partnering with a trusted, expert advisor who is dedicated to their financial success.
Unlike many other financial institutions, we are proud to offer independent and ethical advice. We are not aligned with any large institutions or product providers, ensuring that our recommendations are solely based on what is best for our clients. This commitment to independence sets us apart in the industry and allows us to provide unbiased and tailored solutions to meet our clients' unique needs.
What truly sets Quantum Financial apart is our team of multi-disciplinary advisors. With backgrounds in investment banking and accounting, our advisors are among the best in the country. Their expertise and experience enable us to deliver comprehensive and strategic financial planning services that help our clients achieve their goals.
However, it's important to note that Quantum Financial is selective in the clients we serve. We only accept a limited number of private individuals and families for whom we know we can add significant value. This exclusivity ensures that each client receives the personalized attention and dedication they deserve.
Whether you are located in Sydney, Melbourne, or Brisbane, our financial planners are here to assist you. With a strong focus on delivering exceptional service and results, we are committed to helping you secure a prosperous financial future.
Contact Quantum Financial today to schedule a consultation and experience the difference of working with one of Australia's few truly independent private wealth management businesses.
Photos of Quantum Financial Independent Financial Planners Sydney
3/9 Help St, Chatswood NSW 2067, Australia
Opening hours of Quantum Financial Independent Financial Planners Sydney
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Quantum Financial Independent Financial Planners Sydney
"Claire and her team are the best financial planners I have dealt with in my work as a journalist. That’s why I decided to ask her to look at our finances. We had had some bad experiences before Quantum. My faith has now been restored. Claire’s expertise is, in my opinion, unmatched and she and Tim acted only with our best interests at heart."
"We had a great experience at Quantum. Our advisor was very friendly and was able to offer clear, practical advice. Their advice was clearly independent and it was obvious they really care about you and helping you manage your wealth. Any answers they couldn't give us on the day they were happy to email us before our next appointment."
"We met Quantum Financial for the first time earlier this year after being under whelmed with our current advisor. We sort honest, independent and knowledgeable advice and found it in Claire and the Quantum Financial team. Whilst our relationship with Quantum Financial has only just began we have already experienced the level of trust, integrity and level of tailored advice that others have spoken of and the team’s passion for finance. We would not hesitate to recommend Claire and the team to any of our family and friends."
"Quantum has been my financial advisor for more than 5 years. They provide advice which is always impartial & free from commercial influences. Their approach is necessarily conservative, while at the same time providing realistic returns. We meet at least annually, often twice year, to discuss my portfolio. They handle all the administrivia, so my only involvement is signing a few documents occasionally. I cannot recommend Quantum highly enough."
"We have been clients of Quantum Financial since 2014, and are happy to provide a very positive rating on them. Prior to Quantum Financial, we had been clients of one of the big Australian financial institutions for over 12 years, but terminated that relationship as we were receiving poor service levels whilst paying high fees. The adverse outcome of ASIC’s investigation into the institution was the final straw. At Quantum Financial, principals Tim and Claire Mackay and their support team take a structured approach and have been good to work with. They take great care to get to know their clients and ensure their needs are met. We’re happy with the financial advice we get from Quantum. It’s middle of the road and logically sound, which should achieve the financial goals we are seeking. We have a warm and happy feeling in our dealings with Tim and Claire, and the rest of their team. It’s as if we have joined a family. Quantum’s fees are fixed, agreed annually in advance and based on anticipated workload rather than portfolio size. This provides us transparency and reassurance that their advice is independent and not swayed by commission income. Quantum Financial are not cheap, but we feel their fees are acceptable for the level of personal service provided. An important consideration for us when choosing a financial adviser was the assistance that would be provided to the survivor, should the more financially-literate spouse die suddenly or lose capacity. We have every confidence that high levels of support would be available from Tim and Claire should the need arise, which is very reassuring."
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