“Allowing us to retire in as much comfort as possible”

“Allowing us to retire in as much comfort as possible”

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“We wanted to ensure our financial future was structured effectively, allowing us to retire in as much comfort as possible and we felt that we needed some professional support and guidance.”

Michael and Karen, Doctor

“We’ve been clients of Quantum Financial for about 6 years now.

We initially chose to work with a financial planner because one of us planned to retire in 3 years. 

We wanted to ensure our financial future was structured effectively, allowing us to retire in as much comfort as possible and we felt that we needed some professional support and guidance.

Here’s a list of some of the things we’ve achieved by working with Claire and Tim:

  • Showed us where we’re at and what we can expect from retirement and what we need to do now to have a reasonably comfortable life in retirement
  • Worked out a plan on how to maximise our superannuation.
  • Covered topics like cash management, insurance, etc.
  • Looked into our insurance and what we will need as time goes on

Both of us feel very comfortable with Claire and Tim, and we feel that our decision to choose them as our advisors was the right one. 

We have no hesitation to recommend Claire and Tim Mackay of Quantum Financial to anyone.”

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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