Client Testimonials


For some time, we had concerns over our lack of financial planning toward retirement. We had investigated financial planning services but had frequently come away with the
feeling of being sold to rather than listened to. Fortunately, our experience with Quantum was
distinctly different.

Craig has established a culture of integrity, transparency and respect for clients’ financial
security. We have developed a relationship based on trust and a dedication to improve our
investment opportunities toward a more secure retirement.

Jude & Ken Mackwell


I was introduced to Craig and his team at Quantum 6 years ago. Last year I conducted a review of my personal finances and realized I was not getting the returns consistent with my goals.

My most recent financial review showed that my tax was being managed more proficiently,
and I am now in a far stronger financial position than I was before I became their client.

I have been impressed to such an extent with my experience with Quantum that I recently
referred my own Mother to them to evaluate and manage her investments and retirement

Marc Griffiths


I personally had a complex financial and lending requirement and Craig and his team worked tirelessly on and gave me a fantastic outcome. Their expertise was superior to any Financial/
Investment advise I have ever had.

Quantum are an absolute pleasure to work with and in my experience and many of our mutual clients, Quantum always exceed their client’s expectations.

Peter Finlayson

I have known Craig since he began advertising with NZME last year.

I feel it prudent to mention that as a client of mine, I had not intended to become a client of his.
However, after gaining a ‘behind the scenes’ look at the success that Quantum were delivering for their clients, I was quick to hop on board.

Working with Quantum has exceeded my expectations on every level.

Judy Graham

For quite some time, Lisa and I had been wanting to move into securing our financial futures beyond retirement. I was well aware that the longer you leave it, the harder it would be to reach your goal. The problem I had was I was time starved with work, kids, etc.

Financial advisor, Julian has been instrumental in where we now find ourselves. His wealth of knowledge and plain talking has educated me greatly. I now have the knowledge and the confidence to continue further investments. The feeling of you’re not doing this alone has allowed me to expand my comfort zone in terms of borrowing.

Lisa and I can now look forward to a more secured future since working with Quantum.

We have no hesitation in recommending Quantum Strategies to anyone.

Yours faithfully,
Raymond and Lisa Clarke