Philanthropy

Many of our clients believe that wealth comes with responsibility. In our experience, whether you donate your time, money, or experience, there are few decisions that are more personal and heartfelt. We believe your involvement should reflect your values and have a lasting impact.

  • We provide strategic philanthropic strategies that enable you to make an enduring impact on your community and on future generations.
  • We advise you how you can put your wealth to work in support of your preferred charity or cause
  • Our advice recognises that how you give is just important as what you give
  • We will evaluate appropriate gifting strategies, determine your needs, and create a comprehensive, efficient gifting plan
  • You will have confidence over timing of your gifting, structuring and tax effectiveness to realise your vision

Why choose us

      • Independent financial advice in your best interests
      • Confidence, clarity and direction. We take away your money concerns.
      • Guide your family through some of life’s most important and stressful financial decisions
      • Fees are completely transparent, fixed and agreed up front.
      • Australia’s most awarded financial planning practice, our advisors are also qualified lawyers, accountants, tax expert and SMSF advisors.

What clients say

I was looking for someone whom I could trust to look after the affairs of my elderly and not very mobile mother. A Financial Advisor who was ethical, truly independent, honest, reliable and transparent in their dealings with investment houses. And I found not one, but two in Claire and Tim Mackay.

David, Specialist doctor, Professor
The team at Quantum is great. My wife is not good with numbers. And it gives me a great deal of peace of mind to know that should something happen to me, Bev can 100% trust the advice given by Claire and Tim Mackay. I wouldn’t move my business away from them.
Barry and Bev, Retirees living in Berry
I feel that my financial life is managed, I have a vision, I can follow a structure, I can achieve goals and with all of this in place I have become more disciplined in dealing with my money.
Jo, Editor, Finance media
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