Welcome to Quantum Wealth Advisors
"Welcome to Quantum Wealth Advisors' website. Quantum is a financial planning firm that is committed to providing its clients with quality financial advice and superior service based on their individual needs and requirements." (Bill Mackay, Quantum CEO)
About Quantum Wealth Advisors
Quantum Financial Services Australia Pty Limited ('Quantum') is a leading Australian financial planning organisation based in Chatswood, Sydney. Our website is designed to give you a real sense of who we are and how we like to do business.
Big enough to serve you...Small enough to care
Quantum strategically chooses to remain independently owned and flexible enough to service all of our clients on a completely personalised and tailored basis. Delighting our customers with high levels of service is at the very heart of how we choose to do business.
Restoring trust in financial advice
If you're reading this website there is a good chance you've read our opinion piece in today's Australian Financial Review or our comments in Saturday's Australian or Sydney Morning Herald newspapers. We view our contributions as key steps in our long term goal to reform the financial planning industry. We believe reforming our industry will help restore your trust in financial services which has been dented for too long. For more on our ongoing public efforts to reform our industry please see our media section <here>. For more on Claire Mackay see <here>, for more on Tim Mackay see <here> and for more on Bill Mackay see <here>.
We are different
If our approach sounds different to most financial planners it's because it is. Here are some some of our published articles that highlight the difference:
- How Can Shakespeare help you choose a financial planner? We ask can the works of Shakespeare help you avoid a bad financial advisor? <here> (source: Eureka Report).
- What do Don Bradman and Warren Buffett have in common? We highlight financial lessons you can take from the recent Ashes loss <here> (source: Eureka Report).
- Simplifying your SMSF can be very rewarding. We show you how you can apply Occam's Razor to your SMSF <here> (source: Eureka Report).
Don't just trust us - read what the experts have to say
We recognise that a key issue most clients agonise when choosing a financial planner is trust. When it comes to trust we don't expect you to take our word. We also encourage you to consider the thoughts of respected ABC Television and Eureka Report financial expert, Alan Kohler. We provide a link to Alan's two detailed articles about Quantum "Planners’ Way To Go - Alan Kohler Applauds Two Young Financial Planners" <here> and <here> and highlight some of Alan's comments below:
"Tim and Claire are the children of Bill Mackay, who set up a financial planning firm called Quantum Financial Services in Chatswood, Sydney, 15 years ago. They have seven degrees between them, including MBAs, they’re both chartered accountants and certified financial planners, and they represent the bright future of financial planning....It’s because of individuals like Tim and Claire Mackay that Eureka Report’s long campaign against commissions and conflicts of interest in financial planning is now coming to fruition...if there are enough Tim and Claire Mackays giving independent advice, and proudly calling themselves financial planners, not distributors of products. " (Alan Kohler, Eureka Report, Nov 2009).
"...the submission penned by Bill, Tim and Claire Mackay to the Ripoll Inquiry into Financial Products and Services is the best explanation of the problem, and the solution, that I have ever read." (Alan Kohler, Eureka Report, Nov 2009).
"But it’s not just regulators like ASIC and “snipers” like me who are transforming the financial planning industry – it’s the new generation of planners, people like Tim and Claire Mackay of Chatswood in Sydney" (Alan Kohler, Money Magazine, Best of 2010 Edition).
"I was impressed by the comments you (Quantum) made about your academic qualifications. You would obviously like to see the bar lifted in terms of qualifications" (Hon. Chris Pearce MP, Liberal Federal Member for Aston VIC).
"It really helps to have advisers like you supporting the reforms" (Jenni Mack, Chair of Choice).
Quantum's history
Quantum was established in 1994 by Bill Mackay. Drawing on his extensive skills and experience in the financial services industry, his vision was to create two complimentary divisions within the firm - a Wealth Advisory Business and a Financial Training Business. Today Quantum Wealth Advisors and Quantum Financial Training are both recognised as industry leaders in their respective fields.
In 2005 Bill's son Tim Mackay joined as Quantum's Chief Operating Officer after a successful career in New York, London and Sydney working with investment banks such as UBS, Deutsche Bank and HSBC across equities, fixed income, derivatives and managed investments. Tim is a qualified Certified Financial Planner, Chartered Accountant - Financial Planning Specialist and has been awarded a Masters of Business Administration from London Business School.
In 2008 Bill's daughter Claire Mackay joined Quantum after a successful career in structured products for both PwC and Macquarie Bank. Claire is a qualified Certified Financial Planner, Chartered Accountant - Financial Planning Specialist and, with her Bachelors and Masters of Laws degrees, has been admitted as a solicitor to the Supreme Court of NSW.
Request an appointment
For an obligation free meeting with an experienced Quantum Wealth Advisor, call today on (02) 8084 0453 or email us.