Skip to main content
Tag

Independent financial advice

“I regularly seek comment from Tim and Claire Mackay for stories about investing and industry trends. I have always found them to be accurate, fair, insightful, prompt and courteous.” Australian Financial ReviewWhat others say

“I regularly seek comment from Tim and Claire Mackay for stories about investing and industry trends. I have always found them to be accurate, fair, insightful, prompt and courteous.”

  Duncan Hughes, Australian Financial Review business journalist and Walkley Business Award winner.
Quantum Financial
August 5, 2015
“But it’s not just regulators like ASIC and “snipers” like me who are transforming the financial planning industry – it’s the new generation of planners, people like Tim and Claire Mackay of Chatswood in Sydney… they now work in their father Bill’s financial planning firm, Quantum Financial Services.” What others say

“But it’s not just regulators like ASIC and “snipers” like me who are transforming the financial planning industry – it’s the new generation of planners, people like Tim and Claire Mackay of Chatswood in Sydney… they now work in their father Bill’s financial planning firm, Quantum Financial Services.”

Alan Kohler, Respected ABC TV and Eureka Report expert.
Quantum Financial
August 1, 2015
“Tim and Claire are the children of Bill Mackay, who set up a financial planning firm called Quantum Financial Services in Chatswood, Sydney, (22) years ago. They have five degrees between them, including MBAs, they’re both chartered accountants and certified financial planners, and they represent the bright future of financial planning.” What others say

“Tim and Claire are the children of Bill Mackay, who set up a financial planning firm called Quantum Financial Services in Chatswood, Sydney, (22) years ago. They have five degrees between them, including MBAs, they’re both chartered accountants and certified financial planners, and they represent the bright future of financial planning.”

Alan Kohler, Respected ABC TV and Eureka Report expert writing in Eureka Report.
Quantum Financial
July 10, 2015
“Your contribution, coming from a smaller, independent advice firm, added an important perspective and depth to the debate, both in the panel discussion on vertical integration and at the forum more generally.” What others say

“Your contribution, coming from a smaller, independent advice firm, added an important perspective and depth to the debate, both in the panel discussion on vertical integration and at the forum more generally.”

Greg Medcraft, Chair of the financial services regulator ASIC.
Quantum Financial
June 23, 2015
“Dear Claire, It was a pleasure having you join us at our Superannuation Business Line National Leadership Conference ‘Reinventing the ATO – what does this mean for Super’. The comments you made at our panel discussion were very insightful and the feedback we received from our participants was very positive. Thank you for giving us your time and sharing your experiences.” What others say

“Dear Claire, It was a pleasure having you join us at our Superannuation Business Line National Leadership Conference ‘Reinventing the ATO – what does this mean for Super’. The comments you made at our panel discussion were very insightful and the feedback we received from our participants was very positive. Thank you for giving us your time and sharing your experiences.”

Alison Lendon, Deputy Commissioner Superannuation, Australian Taxation Office.  
Quantum Financial
June 20, 2015
“Hi Claire, I just wanted thank you for participating in the (FPA Congress) panel session with Paul and doing the MC role for Carl Richards. You did an outstanding job in both roles and we appreciate your participation more than you will know. Thanks again Claire ! Kind Regards Mark” What others say

“Hi Claire, I just wanted thank you for participating in the (FPA Congress) panel session with Paul and doing the MC role for Carl Richards. You did an outstanding job in both roles and we appreciate your participation more than you will know. Thanks again Claire ! Kind Regards Mark”

Mark Rantall, Financial Planning Association CEO.  
Quantum Financial
June 20, 2015
“Claire has an intimate understanding of these topics and an ability to explain them in a very simple, easy to understand manner. More than that, (she is) passionate about the well being of both (her) customers and (her) industry. My observation is that (she) has a strong desire to see financial planning become a trusted profession focused on quality advice rather than selling products.” What others say

“Claire has an intimate understanding of these topics and an ability to explain them in a very simple, easy to understand manner. More than that, (she is) passionate about the well being of both (her) customers and (her) industry. My observation is that (she) has a strong desire to see financial planning become a trusted profession focused on quality advice rather than selling products.”

Andrew Robertson, Respected ABC TV finance expert.
Quantum Financial
June 18, 2015
“I really feel for Claire and financial planners like her, because I have a similar problem. I’ve been journalist for 44 years and always tried to uphold the highest standards. But there are other people called journalists who don’t do that. The standards of my profession are not enforced and, in fact, virtually anyone can call themselves a journalist.” What others say

“I really feel for Claire and financial planners like her, because I have a similar problem. I’ve been journalist for 44 years and always tried to uphold the highest standards. But there are other people called journalists who don’t do that. The standards of my profession are not enforced and, in fact, virtually anyone can call themselves a journalist.”

Alan Kohler, Respected ABC TV and Eureka Report expert writing in Eureka Report.
Quantum Financial
June 18, 2015
“Dear Claire, Having received some very good – and some not so good – financial planning advice down the years I agree with what you say. A good financial planner can make an enormous difference to people’s lives and you have every right to be proud of your profession. The bad apples have been costly in many ways and, like you, I strongly support reforms that make it more difficult for them to operate.” What others say

“Dear Claire, Having received some very good – and some not so good – financial planning advice down the years I agree with what you say. A good financial planner can make an enormous difference to people’s lives and you have every right to be proud of your profession. The bad apples have been costly in many ways and, like you, I strongly support reforms that make it more difficult for them to operate.”

Andrew Denton, Australian TV producer, comedian, TV presenter & former radio host.
Quantum Financial
May 23, 2015
“In numerous examples Claire and Tim Mackay have given public comments requiring precision and courage because of the possibility that angry competitors might retaliate.” Australian Financial ReviewWhat others say

“In numerous examples Claire and Tim Mackay have given public comments requiring precision and courage because of the possibility that angry competitors might retaliate.”

Duncan Hughes, Australian Financial Review business journalist and Walkley Business Award winner.  
Quantum Financial
May 18, 2015
Close Menu