“I expect my financial advisor to be active on my behalf & have my money work for me”

“I expect my financial advisor to be active on my behalf & have my money work for me”

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“Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.”

Barry and Eileen, Retired senior executive

“A couple of years ago I started looking around for a financial advisor that was truly independent.

I expect my financial advisor to be active on my behalf and help me have my money work for me. 

In the past I sometimes felt like a “captive” client, where the financial planner would assume that I would remain a client while providing very little ongoing value.  I wanted to avoid planners who push products in which they have a vested interest and get paid trail commissions.

I interviewed a number of planners, created a short list and chose Tim and Claire Mackay of Quantum Financial in Chatswood because I felt they are the best fit for my needs.

There are a number of areas I believe Tim and Claire excel in:

  • They are active in terms of recommendations and the logic behind their choices. 
  • They keep excellent records so I know exactly where I stand with respect to my finances.
  • They are on the ball.  When something new comes into the market they keep me informed about the new products
  • They send out a regular newsletter containing valuable background information which helps me understand the bigger picture when it comes to successful investing.
  • Their end of financial year reporting is comprehensive and excellent
  • They are very responsive and always make time to see me when the need arises.
  • Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.

In a world where you get what you pay for, I find that Quantum’s fees are reasonable and I am happy to rate them at a 9 out of 10.”

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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