We advise a select group of successful professionals, business owners and jet setting retirees.
Quantum Financial clients have a life and are time poor. They value dealing with a professional and are willing to delegate management of their finances and partner with a trusted, expert advisor to protect and build their wealth.
Quantum Financial clients want independent, ethical advice not aligned with a large institution or product provider.
What makes us different
We are one of Australia s few truly independent private wealth management businesses. Our multi-disciplinary advisors come from successful careers in investment banking and accounting and are among the best in the country.
Quantum Financial cannot provide services to everyone we only accept a select number of private individuals and families for whom we know we can add significant value.
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‘How to choose a financial planner’
Working with Tim Claire provides us with a great deal of comfort and peace of mind and we’re happy to recommend them to our family and friends.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
I also like Claire s ethics and the way Quantum Financial charge their clients.
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.
On a professional level, Claire’s got a great deal of credentials. She’s an accountant, a financial planner and has a law degree too.
They are here for us, willing and ready to listen and help.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
My wife Sue stumbled upon you from a report by Alan Kohler who mentioned this young pair who were out to reform the financial world.
Level of communication and transparency is nothing short of outstanding.