“We’ve learned a lot over the years of working with Claire and Tim. After all we want to achieve two things – (1) Achieving a better financial position (2) A simpler administrative process to grow our assets.”
Paul and Marlene, Senior international recruitment executive
“A couple of years ago we started looking for a financial planning firm that charges a fee for service because we felt this was a more transparent charging model for financial services. We chose Quantum Financial in Chatswood because of their professionalism, their reputation and because we instantly felt comfortable with both Claire and Tim Mackay.
When we started out with Quantum Financial , our portfolio contained 40 or more stocks. It was really becoming a bit cumbersome. Claire and Tim recommended that we reduce the number of stocks, in order to achieve a slimmer, easier to manage portfolio. This was done gradually and we’re now down to about 10 stocks, which makes our lives a lot easier.
Also, because the market place is still reasonably unsteady, we took the advice to convert some of the stocks into cash, and reinvest into more secure investments.
Both of us are very happy with our decision to engage Quantum to help us look after our money. We’ve learned a lot over the years of working with Claire and Tim.
After all we want to achieve two things – (1) Achieving a better financial position (2) A simpler administrative process to grow our assets.
We do believe that we’ve already achieved some major milestones with the help of Quantum. We’re very comfortable recommending Quantum as a financial advisor to anyone. ”