“Treat us as people, rather than just clients and more importantly as a family”

“Treat us as people, rather than just clients and more importantly as a family”

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“The two main reasons why we chose Quantum were that unlike many other financial advisors, Quantum charge a fee for service rather than lining their pockets with commissions. Reason number two is that they are small and we’re not “just a number” to them.”

Paul and Margaret, Senior international engineering executive

The two main reasons why we chose Quantum were that unlike many other financial advisors, Quantum charge a fee for service rather than lining their pockets with commissions. Reason number two is that they are small and we’re not “just a number” to them.

We have found that Claire and Tim Mackay follow a rigorous process, including assessing our “appetite for risk” on an ongoing basis.

Claire and Tim treat us as people, rather than just clients and more importantly as a family. Part of their process includes them talking to our children at no extra charge. We both really appreciated that.”

 

About Quantum Financial

Quantum Financial is Australia's most awarded financial planning practice. We advise a select group of successful professionals, business owners and jet setting retirees. Our website is here

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