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:
Quantum Financial Quiz #5: Mama mia
We love finance and we love trivia. You can test your finance trivia knowledge with the following questions.
“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.” Gallery“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.”
“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.” Gallery“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.”
“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.” Gallery
“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.”
“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.” Gallery“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.”
“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.