Client success stories
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.
Finance expert seeking peace of mind
“We switched over to Quantum Financial in 2014 and are very happy with the decision. Principals, Tim and Claire Mackay and the whole team have been great to work with. They take great care to get to know their clients, ensure their needs are met and are happy to work with and around a client’s personality.”
A new client seeking trusted financial advice
A new client with $3m in superannuation assets sought trusted financial advice.
Quote from the client:
“The documentation Quantum Financial prepared for me was solid and put together very carefully. I’ve seen such documents before, but Quantum’s stands head above shoulders in comparison.”
Professional couple in their 50’s seeking to fund their dream retirement
A successful couple working in financial services industry earning more than $340,000. They had an existing company structure and held their super on an expensive platform owned by a product provider.
Quote from the client:
“But we got lucky, Tim and Claire Mackay, and their team fit the bill. We really appreciate that they’re efficient, competent, and well organised.
What’s more, their charging model is transparent and clear, no hidden fees or commissions are being paid. And on top of all that, we really like the people. They all are very polite, helpful and “real” people.”