A new client seeking trusted financial advice

A new client seeking trusted financial advice

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A new client with $3m in superannuation assets sought trusted financial advice.

Quote from the client:

“The documentation Quantum Financial prepared for me was solid and put together very carefully. I’ve seen such documents before, but Quantum’s stands head above shoulders in comparison.”

What the client wanted

Retired, the client volunteers her time in charitable works and sought a retirement plan that would support her desired lifestyle, her frequent travels and provide her with a strategic estate plan.

The results – in their own words

“I’ve only been a client of Claire and Tim Mackay for less than 12 months, I’m more than happy to say that they are doing the right thing by me.

I had been looking around for a financial advisor for quite a while when I read an article about Quantum Financial in the Sydney Morning Herald.

The documentation Quantum Financial prepared for me was solid and put together very carefully. I’ve seen such documents before, but Quantum’s stands head above shoulders in comparison.

I feel looked after; they are unaligned and independent, which is one of the major factors in choosing my financial advisors.

Claire and Tim have taken a lot of time and care to look through and assess my financial situation; this fills me with trust and confidence that I’ve chosen the right people to help me achieve my financial goals.

I have no hesitation to refer Quantum Financial to my family and friends.”

Previous experience with financial advisors

The client had worked with financial advisors in the past who had disappointed her.

About The Independent Financial Advisor

My name is Tim Mackay and I am The Independent Financial Advisor. I advise pre-retirees and retirees on how to manage their family's wealth and to fund their dream retirement.

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