FacebookTwitterYouTubePinterestLinkedIn
Call (02) 8084 0453 | Email | Client Login | My portfolio

Multi million dollar divorce or separation

We provide advice that enables you to confidently navigate the complicated financial issues you face though your divorce. With sophisticated financial strategies during and after your divorce, you can protect your financial interests and take charge of your future well-being.

  • We help you examine yours and your former partner’s entire financial life to you can make informed decisions
  • We ensure all your combined assets are fairly and accurately included in the mix
  • If young children are involved, we ensure you can provide them with the kind of education they deserve
  • We advise on what balance of assets you should seek in your settlement (house versus super versus trust assets, etc) for your short-term, medium term and long-term needs
  • We can work seamlessly with your lawyer and financial planner to ensure you obtain the best after tax result
  • We put your finances back on track quickly so you create and support the lifestyle that you deserve

To arrange a confidential initial discussion:

Call 02 8084 0453
Email

Independent financial advice

Financial advice free from ownership conflicts, commissions and conflicts.

Advice in your best interests

Australia’s most awarded independent financial planning practice.

Transparent, fixed fee

The fee includes all services for the first year.

All inclusive fixed fee

Fees are agreed up front before you commit to anything.

Award winning financial advice

Quantum Financial provides award winning investment & financial planning advice.

Australia's most awarded

Our advisors have been awarded Financial Planner, Investment Advisor & SMSF Advisor of the Year.

Recognised experts

Among the most qualified and experienced advisors.

Professional experts

Our planners are also qualified accountants, lawyers, SMSF experts & tax experts.

Why you need to update your SMSF investment strategy

Key point: With the new financial year approaching, now is the time to bring your self-managed superannuation fund’s investment strategy up to date and stay in the ATO’s good books.

Why politicians need to understand the true nature of SMSFs

Digging behind ATO statistics shows mum and dad trustees are more likely to have less than $350,000 each in super, rather than boasting of harbourside mansions.

Client update on the election, markets and your super

We provide our updated research and analysis for clients post the 2016 Australian election. 

Advice for our jet setting retiree clients

We summarise the key issues for our jet-setting retiree clients following the material super changes announced in Budget 2016. 

Advice for our pre-retiree clients

We summarise the key issues for our clients in their mid 50s to mid 60s following the material super changes announced in Budget 2016. 

Advice for our turbo charger clients

We summarise the key issues for our clients in their mid 40s to mid 50s following the material super changes announced in Budget 2016. 

Changing gears in Europe

Our recommendation – Changing gear in Europe. This is our revised Investing Insights advice for clients based on the ongoing Brexit issue. 

“Transparent fee for service model”

“I chose Quantum as my advisors because of their transparent fee for service model rather than a commission based approach. In addition to the transparency, I’ve also found that Claire and Tim Mackay are super

Lessons on running a successful business

In 2016 Quantum Financial directors Tim Mackay and Claire Mackay were honoured to be asked by the Australian Institute of Company Directors to present at their inaugural conference in Melbourne. The theme for the inaugural

Our advice to clients right now

10 years ago when I was a research analyst periods of market volatility were absolute hell. The phone would ring red hot with fund manager after hedge fund manager after fund manager demanding to know

“I’m a medical doctor, with a booming practice”

“Claire acts as my financial controller.  She’s proactive and sorts out my personal and business tax obligations including BAS, worker’s compensation, insurances etc., which takes a major burden off my shoulders and gives me peace

“Trust and mutual respect”

“I have a professional finance background and could handle my finances myself. They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.” Stephen and

“Gives me a great deal of peace of mind”

“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

“With so many conflicted planners operating in this country it is important to have a voice that stands out for those planners who have embraced a model that promotes their clients’ interests.”

Adele Ferguson, Multi Walkley & Logie award winning Fairfax finance journalist.

“A mate of mine is Claire Mackay, a financial planning wiz and was recently gonged Financial Planner of the Year. She helps people set themselves up for the future.”

David Koch, Channel 7 Sunrise Presenter and finance expert . Watch David below.

“It’s a battle for independence. Claire Mackay is one of a new generation of financial planners fighting to reform the industry”

Stephen Long , Respected ABC TV economics reporter on ABC TV’s flagship current affairs program, 7:30

“Tim & Claire Mackay have been tireless in their help explaining complicated financial issues so that non-specialists can appreciate what happened and, hopefully, avoid making the same mistake.”

Duncan Hughes, Australian Financial Review business journalist and Walkley Business Award winner.

“Tim and Claire are prime examples of young professionals who run a successful business by providing independent professional advice that enables them to act in their clients’ best interest without conflict.”

Dante De Gori, CEO of the Financial Planning Association.

“I regularly seek comment from Tim and Claire Mackay for stories about investing and industry trends. I have always found them to be accurate, fair, insightful, prompt and courteous.”

  Duncan Hughes, Australian Financial Review business journalist and Walkley Business Award winner.

“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… they now work in their father Bill’s financial planning firm, Quantum Financial Services.”

Alan Kohler, Respected ABC TV and Eureka Report expert.

Who needs insurance – Marge Simpson or Batman?

Discussing life insurance requirements may not be a comfortable conversation, but it’s essential if you want to look after people who depend on you. Few people truly feel comfortable discussing life insurance. It addresses a

“Tim and Claire are the children of Bill Mackay, who set up a financial planning firm called Quantum Financial Services in Chatswood, Sydney, (22) years ago. They have five degrees between them, including MBAs, they’re both chartered accountants and certified financial planners, and they represent the bright future of financial planning.”

Alan Kohler, Respected ABC TV and Eureka Report expert writing in Eureka Report.

“Your contribution, coming from a smaller, independent advice firm, added an important perspective and depth to the debate, both in the panel discussion on vertical integration and at the forum more generally.”

Greg Medcraft, Chair of the financial services regulator ASIC.

“Dear Claire, It was a pleasure having you join us at our Superannuation Business Line National Leadership Conference ‘Reinventing the ATO – what does this mean for Super’. The comments you made at our panel discussion were very insightful and the feedback we received from our participants was very positive. Thank you for giving us your time and sharing your experiences.”

Alison Lendon, Deputy Commissioner Superannuation, Australian Taxation Office.  

“Hi Claire, I just wanted thank you for participating in the (FPA Congress) panel session with Paul and doing the MC role for Carl Richards. You did an outstanding job in both roles and we appreciate your participation more than you will know. Thanks again Claire ! Kind Regards Mark”

Mark Rantall, Financial Planning Association CEO.  

“Claire has an intimate understanding of these topics and an ability to explain them in a very simple, easy to understand manner. More than that, (she is) passionate about the well being of both (her) customers and (her) industry. My observation is that (she) has a strong desire to see financial planning become a trusted profession focused on quality advice rather than selling products.”

Andrew Robertson, Respected ABC TV finance expert .

“I really feel for Claire and financial planners like her, because I have a similar problem. I’ve been journalist for 44 years and always tried to uphold the highest standards. But there are other people called journalists who don’t do that. The standards of my profession are not enforced and, in fact, virtually anyone can call themselves a journalist.”

Alan Kohler, Respected ABC TV and Eureka Report expert writing in Eureka Report.

Claire Mackay

Claire was recently profiled in Self Managed Super Magazine. According to Claire: “I think a good financial planner is a generalist, but also a specialist and so those areas of speciality are important for my

“Dear Claire, Having received some very good – and some not so good – financial planning advice down the years I agree with what you say.  A good financial planner can make an enormous difference to people’s lives and you have every right to be proud of your profession.  The bad apples have been costly in many ways and, like you, I strongly support reforms that make it more difficult for them to operate.”

Andrew Denton, Australian TV producer, comedian, TV presenter & former radio host.

“In numerous examples Claire and Tim Mackay have given public comments requiring precision and courage because of the possibility that angry competitors might retaliate.”

Duncan Hughes, Australian Financial Review business journalist and Walkley Business Award winner.  

The noble profession of financial planning

We are financial planners and it is something of which we are immensely proud.

How to make the magic $1 million in super to fund your retirement

Investing surplus cash into superannuation, borrowing to invest and paying off the family home are the top strategies from advisers on how to hit the magic $1 million savings target for retirement.

Toggle Sliding Bar Area