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.

New SMSF rules

From 1 July 2018, some of the biggest changes to super rules since 2007 commenced, including a raft of new acronyms (TBAR, TBA, TBC, etc). We have put together a summary of the major changes. […]

Client recipes

We love it when our clients share with us wonderful recipes and other great ideas. If you have something to share, please tell us. […]

Budget 2018 – What you need to know

Treasurer Morrison delivered the Federal Government’s 2018/2018 Budget on Tuesday night. We share our thoughts on the key issues that impact you.  […]

Claire Mackay appointed to Board of AFCA

PRESS RELEASE –  Minister Kelly O’Dwyer appoints Claire Mackay to Board of AFCA.


Fee for no service [Reforming financial planning]

In 2018, the Banking Royal Commission ‘revealed’ the issue of fees for no service. In 2009, Quantum Financial identified and proposed a solution to the issue of fees for service.  […]

What does the Royal Commission mean for you?

Over the past few days, we’ve had a number of clients ask us “We have money with X Bank, does the Royal Commission matter? Am I at more risk?” […]

Planners way to go

“Alan Kohler applauds to young financial planners”. The article titled “Planners’ way to go” about Tim Mackay, his sister Claire Mackay and his father Bill Mackay was written by ABC TV’s Alan Kohler in Money Magazine.  […]

Redesigning a business

“The fee-for-service model has been held up as a beacon for how the financial planning sector should operate… Tim Mackay shows how it can be done.” […]

Our advice to clients right now

If you’re worried about recent market volatility, read on. […]

What’s in a name? [Vodcast Ep5]

Our 5th Vodcast episode comes to you from our founder, Bill Mackay.  […]