Below are examples of the types of clients I help. Is this you?
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.
The Independent Financial Advisor Tim Mackay
What my clients say
Looks like plenty of work went into it and good mix of brevity and useful info. I’m rapt with getting something like this a couple of times a year.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
How do you guys find time to do all of this stuff? Seriously, thanks for the interesting report.
I have to say I learnt more from your report than from the news in the past year! I read half and then took a break and read the rest.
It’s pretty interesting! Which is a huge compliment coming from someone that can’t pay attention to anything for more than 5 seconds.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
Level of communication and transparency is nothing short of outstanding.
I found it very interesting and very easy to understand. My only complaint is your attempt to do me out of a job by advising your clients to block out the financial media!!!
We are really looking forward to our portfolio review. It’s great that we can go through each of them with you to understand their performance since we first invested and make appropriate decisions.
This is an excellent and unique document. You’ve obviously put a lot of effort into its preparation. I do appreciate your sending it to me.