Hi, my name is Tim Mackay and welcome to my website.
My clients are smart people facing complex financial problems. They want to work with a trusted planner who gives them a sense of control and direction, and removes their concerns. That’s what I love doing.
I am a reformed equity research analyst. After nearly a decade of working in investment banking (Deutsche Bank, UBS and HSBC) in London and New York, I saw the error of my ways.
I returned home with my family and joined Quantum Financial, Australia’s most awarded financial planning practice. Today I am a Sydney based independent financial advisor serving a select group of successful pre-retirees and retirees looking to manage their family’s wealth and fund their dream retirement.
In 2017, I was named in the Barron’s list of the top 50 financial advisors in Australia and I was also listed among Financial Standard’s most influential advisors. In 2015 I was recognised as the Self Managed Super Fund (SMSF) Advisor of the Year.
What are your financial worries?
Below are the type of clients whose financial problems I solve. Is this you?
Tim’s video series
I love reporting back to my clients on all the things I find fascinating about finance from all around the world.
Sport & finance Live from Lords Cricket Ground
Shakespeare & finance Live from Shakespeare’s Globe Theatre
History & types of life insurance Live from Lloyd’s of London
Top retirement destinations Live from the Greek Isles
Investing Insights research
I stress about markets, investments and your family’s wealth so that you don’t have to.
I developed my research skills when Deutsche Bank selected me for their graduate training program on Wall Street and then later in London with Deutsche, UBS and HSBC. While I’m a reformed analyst who now has seen the error of my ways, every 6 months we still share with our clients the extensive work and analysis we undertake to construct their wealth portfolios.
Profiles of Tim
Tim shares his views
Preparing for retirement (ABC TV)
The Debt Trap (Channel 9)
Investing with Exchange Traded Funds
Global property investing