Quantum Financial Independent Financial Planners Sydney 9 Help Street, Chatswood, New South Wales 2067

"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."