Investing expertise & sophisticated strategies
We work closely with professionals family offices and jet setting retirees to develop sophisticated wealth and investment management strategies.
- We identify investment opportunities to help you reach your wealth goals.
- We provide robust execution capabilities and attentive client service.
- Our investment professionals will offer you best of breed investing insights.
- We will provide you with compelling investing insights on asset allocation, investment strategies, market dynamics and wealth management.
- Our insights are underpinned by our intellectual capital and extensive international investing experience.
To arrange a confidential initial discussion:
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.
Investing Insights: Flying above the danger zone
Below is our latest correspondence to clients. When there are big moves in markets,we communicate to clients proactively so they have the confidence they are best positioned.
Great wall of debt & China finding its place in the world
Have you wondered why Huawei is always in the news? Wonder no more. We also examine the Great wall of debt, how China is finding its place in the world
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.
Quantum Mechanics
“Their level of knowledge and expert opinion across all aspects of financial matters has seen them gain an almost celebrity-like status.”
1 reason to invest in Bitcoin (and 13 reasons not to)
I’ve racked my brain and have come up with one reason to invest in Bitcoin. I’ve also come up with 13 reasons not to.
History & types of life insurance [Vodcast Ep3]
Our 3rd Vodcast episode comes to you live from the Lloyds of London Building in London.
Feedback from our inaugural Investor Seminar
In late 2017 we held the inaugural Quantum Financial Investor Seminar at the Sebel in Chatswood. The exclusive event was held for Quantum Financial clients and specially invited guests.
Passive investing sucks
Try this: Type ‘Danger of passive investing’ into Google. Then type ‘Danger of passive smoking’ into Google. Now compare the pair.
Investor Seminar
In late 2017 we held the inaugural Quantum Financial Investor Seminar at the Sebel in Chatswood.
Shakespeare and finance [Vodcast Ep2]
Our 2nd Vodcast episode comes to you live from Shakespeare’s Globe Theatre in London.
Sport & finance [Vodcast Ep1]
Our 1st Vodcast episode comes to you live from Lords, the traditional home of cricket.
What Star Wars teaches us about finance
If you’re a Star Wars fan like us, here are some of the finance lessons you can take from the Star Wars movies. If you’re not, you’re probably never going to read this!
Count down to super changes
The new superannuation rules commence on 1 July. We have dedicated significant time and effort in analysing how the changes impact each of our wonderful clients.
Super changes you need to know
Everyone is talking about superannuation.
Is inflation on the horizon again?
One of the key economic indicators we are keeping a keen eye on in 2017 and into 2018 is the potential return of inflation.
Voice Computing
In late 2016 and early 2017, Quantum Financial’s Tim Mackay travelled to Seattle, one of the largest US tech hubs after Silicon Valley.
Amazon is coming
Amazon is ubiquitous in Seattle. Amazon lockers (where you can pick up Amazon deliveries instead of having them delivered to your home or office) are common outside supermarkets.
We advocate Algorithm Accountability
Regular readers of our Investing Insights reports will know that we are fascinated by developments in technology that we think are likely to impact our financial lives and our lives more generally.
Eye on the USA
As we all now know, on November 8, 2016 Donald Trump became US President-elect. He will assume office at his inauguration on January 20, 2017. Note: To accompany this latest Investing Insights analysis, we've put
Kochie & Claire discuss divorce & Brangelina
David Koch chats to Claire Mackay about the financial fallout from Brangelina and how to manage a divorce.
Kochie & Claire discuss changes to super
David Koch chats to Claire Mackay about the new rules in superannuation.
Claire discusses housing affordability (ABC Radio)
On ABC Radio 2BL James Valentine chats to Claire Mackay, Peter Switzer & John Daly on housing affordability.
New new Super reforms – what do you need to know?
“So this is the way the super reforms end, not with a bang but a whimper” (with apologies to TS Elliot)
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Client update on Brexit GalleryClient update on Brexit
Business owner exiting their business, Company head or division director, Established in private practice, Financial planning for doctors, Investing Insights, Jet setting retiree, Jet setting retirees, Managing family wealth, Responsible for managing family wealth, Retirement planning, Self Managed Super Funds, Women
Client update on Brexit
We provide our updated research and analysis for clients post the UK Brexit vote.
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Client update on the election, markets and your super GalleryClient update on the election, markets and your super
Business owner exiting their business, Company head or division director, Established in private practice, Federal Budget, Investing Insights, Jet setting retirees, Responsible for managing family wealth, Retirement planning, Self Managed Super Funds, Women
Client update on the election, markets and your super
We provide our updated research and analysis for clients post the 2016 Australian election.
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Advice for our jet setting retiree clients GalleryAdvice for our jet setting retiree clients
Federal Budget, Financial Planner of the Year, Financial planning, Financial planning for doctors, Independent financial advisor, Investing Insights, Jet setting retiree, Jet setting retirees, Managing family wealth, Responsible for managing family wealth, Retirement planning, Self Managed Super Funds
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.
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Advice for our pre-retiree clients GalleryAdvice for our pre-retiree clients
Business owner exiting their business, Company head or division director, Established in private practice, Federal Budget, Financial Planner of the Year, Financial planning, Financial planning for doctors, Independent financial advisor, Investing Insights, Managing family wealth, Responsible for managing family wealth, Retirement planning, Self Managed Super Funds, Transition to retirement
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.
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Advice for our turbo charger clients GalleryAdvice for our turbo charger clients
Business owner exiting their business, Company head or division director, Established in private practice, Federal Budget, Financial Planner of the Year, Financial planning, Financial planning for doctors, Independent financial advisor, Investing Insights, Retirement planning, Self Managed Super Funds
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.
Uncertainty around the super changes
Here we outline the 4 key uncertainties around the super changes proposed by the Government.
The orange one
The possible election of Donald Trump could have a significant impact on markets.
Quantum Financial Quiz #13: EU trivia
As the UK contemplates Brexit, test your European Union knowledge with our quiz.
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Changing gears in Europe GalleryChanging gears in Europe
Business owner exiting their business, Company head or division director, Established in private practice, Financial planning, Financial planning for doctors, Investing Insights, Jet setting retiree, Jet setting retirees, Managing family wealth, Responsible for managing family wealth, Self Managed Super Funds, Women
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.
UPDATED Budget 2016 Survival Guide
Welcome to the UPDATED version of our Investing Insights Report special 2016 Federal Budget edition.
Our election outlook (or why elections don’t matter)
The July 2 Australian Federal election will be of great interest to many of our clients. In truth, in the same way the country appears split down the middle 50/50 between Mr
What wealthy people need to do because of Budget 2016
Budget 2016 was the night the superannuation world shifted on its axis. Everything changed.
David Koch leads expert Budget panel
In the wake of the super changes in Budget 2016, Claire Mackay shared her views with Telegraph (Sydney), Advertiser (Adelaide), Courier Mail (Brisbane) and Herald Sun (Melbourne) readers.
Budget 2016 Survival Guide
Welcome to our Investing Insights Report special 2016 Federal Budget edition.
The Budget that killed SMSF growth
Cluedo, the great detective game: “I think it was Mr Morrison in the billiard room with the Budget”
Quantum Financial Quiz #12: Budget Trivia
Test your Budget knowledge with our Budget 2018 quiz.
Top 10 hidden Budget secrets
We broke into the lock up and delved through the budget papers to bring you the changes that the politicians don’t want you to know.
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Lessons on running a successful business GalleryLessons on running a successful business
Business owner exiting their business, Company head or division director, Financial Planner of the Year, Financial planning, Financial planning professionalism, In the community, Independent financial advisor, Investing Insights
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
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Our advice to clients right now GalleryOur advice to clients right now
Business owner exiting their business, Company head or division director, Established in private practice, Financial planning, Independent financial advisor, Investing Insights, Jet setting retirees, Responsible for managing family wealth, Self Managed Super Funds, Women
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
Quantum Financial Quiz #11: Share markets
We love finance and we love trivia. You can test your finance trivia knowledge with the following questions.
Quantum Financial Quiz #10: Insure that risk!
We love finance and we love trivia. You can test your finance trivia knowledge with the following questions.
Fintech – P2P (peer to peer) lending
In much the same way Uber has disrupted the taxi industry and Airbnb the hotel industry, expect FinTech (financial technology) to start to disrupt the finance industry in 2016.
What is Blockchain?
Blockchain is quite a complicated topic so let us break it down for you.
Quantum Financial Quiz #9: Movie stars and finance
We love finance and we love trivia. You can test your finance trivia knowledge with the following questions.
Quantum Financial Quiz #8: Break the bank
We love finance and we love trivia. You can test your finance trivia knowledge with the following questions.
The best investment strategy
Rather than hoping all your investments outperform the market, there is another approach that can help maintain an upward trajectory for your bottom line.
Financial lessons from the Olympic Games
For many, the Olympics is a fun and welcome distraction from the ongoing economic uncertainty. With the saturation media coverage, it’s difficult not to be moved and inspired by epic stories of success and near
Give investing a try
Although you may find it hard to believe, there are many things that make for both a great tactical rugby game plan, and a great investment strategy.
The ethics of the Wolf of Wall Street
Tim Mackay takes aim at Hollywood’s portrayal of someone who destroyed lives, yet is being celebrated through the medium of film.
Understanding the impact of inflation
When economists raise the topic of inflation today, most people’s eyes glaze over and their minds shift to their ‘happy place’. But knowledge is power.
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.
How much do you need to retire?
It is never too early to plan retirement, because gambling with your future is not to be advised.
Pre-June 30 super health check
You regularly book your car for a service and have a dental check up. You regularly optimise your tax and review your family’s health insurance. Yet how often do you check your super?
The lure of bricks and mortar
The attraction of owning property is clear – you can touch it, you can see it and you have the peace of mind that it will be there tomorrow and the day after.
The myths of investing
To ensure that you are doing justice to your many years of hard work, it is crucial that you critically evaluate the conventional wisdom around managing your personal finances.
Planning For An Empty Nest
When children move out of home, it can be like winning the lottery. You should put thought into how best to deal with this newfound cashflow.
The ingredients of a winning portfolio
The similarities between developing a successful portfolio of investments and creating a successful restaurant dish are, strangely enough, pretty striking.
Quantum Financial Quiz #7: Brother can you spare me a dime
We love finance and we love trivia. You can test your finance trivia knowledge with the following questions.
What should you do with dividend payments?
Every 6 months investors are faced with an important decision regarding their dividend payments - should they re-invest them or use the cash proceeds for other purposes? "For our clients who are approaching or are
Quantum Financial Quiz #6: Blue chips
We love finance and we love trivia. You can test your finance trivia knowledge with the following questions.
Should you invest internationally?
Quantum Financial’s Claire Mackay discusses what you should consider before investing internationally.
Quantum Financial Quiz #5: Mama mia
We love finance and we love trivia. You can test your finance trivia knowledge with the following questions.
Quantum Financial Quiz #4: All that glitters
We love finance and we love trivia. You can test your finance trivia knowledge with the following questions.
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
Quantum Financial Quiz #2: Money, money, money
We love finance and we love trivia. You can test your finance trivia knowledge with the following questions.
Quantum Financial Quiz #3: What’s in a name?
We love finance and we love trivia. You can test your finance trivia knowledge with the following questions.
Quantum Financial Quiz #1: Coins in your pocket
We love finance and we love trivia. You can test your finance trivia knowledge with the following questions.
Sex and Warren Buffett
For finance tragics like me, the annual release of Warren Buffet’s shareholder letter is an exciting event.
Tesla: Investing in disruption
Investing Insight: Investing in disruption sounds attractive but investing successfully and consistently is difficult. Sometimes avoiding losers in industries that are disrupted can be just as important (and far easier) than picking winners.
Robo-advice The great financial disruption is coming
We share this thought piece with clients and friends of Quantum Financial. Quantum Financial is an award winning practice at the forefront of Australian financial planning.
World bites on Bitcoins
Let’s be honest: While we are fascinated by the notion of an internet based currency (an iCurrency to go with our iPads, iPhones, etc), we view it as a bubble just waiting to burst.
Note the name Alibaba
Not the medieval Arabic character with his 40 thieves but a Chinese online giant that you likely have never heard of. Alibaba is a gigantic cross between eBay and Amazon with sales more than both
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.