Malcolm Shepherd

Financial Adviser & Founder

  • Malcolm can offer Lending advice, Personal Risk insurance advice and Business Risk insurance advice.

Our fearless leader has over 20 years of experience as a mortgage broker, as well as working in the banking, financial planning and insurance broker industries here in New Zealand and internationally, with clients located across the globe.

In his spare time Malcolm loves spending time with his family, out on the water fishing and keeping fit playing squash.  Malcolm is a keen traveller and enjoys meeting different people from around the world.

View Malcolm’s disclosure statement

Catherine Carr

Financial Adviser

  • Catherine can offer Lending advice

Catherine (aka “Cat”) moved to the mid-North in 1999. She has just shy of 10 years’ experience in the banking industry, years well spent building personal relationships & working with customers to meet their goals. Cat has a particular interest in helping people and gets a fantastic sense of achievement when her clients reach their goals!  Outside of work Cat is passionate about horses, teaching riding & training horses in various disciplines. She also enjoys spending time with her 3 young nephews & supporting the rest of her tight-knit family.

View Catherine’s disclosure statement

Jade Baker

Financial Adviser

  • Jade can offer KiwiSaver advice

Ko Whakatere raua ko Maungaturoto oku Maunga

Ko Te Mahurehure raua ko Ngati Rangi oku Hapu

Ko Ngapuhi Toku Iwi

Jade is Northland through and through! With over 20 years experience in Financial Services including Managing Banks here in New Zealand and Australia, Jade is passionate about helping people achieve their goals.

A proud husband to Kelli and father to seven children and a grandson, Jade loves spending time with Whānau, in the Community and serves on a Number of Trusts and Boards. Jade enjoys all sports and spends his free time at the gym.

View Jade’s disclosure statement

Ginny Smith

Insurance Assistant

With over 12 years’ experience in the finance industry (including personal banking) Ginny has a keen passion for helping customers. She brings to Quantum a wide range of skills developed through dealing with people from all walks of like and helping them achieve their individual goals. Having lived in the Far North for over 13 years she enjoys the paradise we have and loves walking, fishing and discovering the untouched spots of New Zealand.

Louise McRae-Shepherd

Head of Coaching

Lou oversees our budgeting and personal financial coaching team at Quantum. She has a bachelor’s degree in Health Science (Midwifery) and worked as a LMC within the community of Northland over the past 5 years.  She brings life experience and learned knowledge into this role to help empower her clients with reducing their debt and learning how to pay off their mortgages in as little as 7 years.  Lou also loves travelling with her hubby Malcolm, fishing, beach time and spending time with their family.

Jaimee Panther

Client Manager

Jaimee works alongside Lou as a Client Manager in our budgeting and personal financial coaching team . She loves keeping up with new technology and bingeing the odd Netflix series, and is excited to be on the Quantum team.

Jaimee is passionate about photography, travelling and food and hopes that one day she will be pursuing photography in the forces.

Paula Wilson

Client Manager

Paula works alongside Lou & Jaimee as a Client Manager in our budgeting and personal financial coaching team. Prior to working at Quantum, Paula’s background was in Administration and Accounts within different industries.  Born in Whangarei, she then moved to Auckland for 15yrs, went travelling overseas, living in England and on the Isle of Skye in Scotland.  She returned to Whangarei with her Scottish husband to have their son and she is now living at Whangarei Heads.  Paula is a self-confessed foodie, most of her leisure time is spent working on their property at the heads and experimenting with food ideas

Claire Arnesen

Operations Manager

Prior to working with Quantum Claire’s background was in Sales Management within the Real Estate industry and Administration Management. Claire is Auckland-born but spent her teenage years in Whangarei before moving to London and then to Perth. Having returned to Whangarei with her husband and 2 young children they are currently renovating their beachside property. Claire is passionate about protecting our planet and she loves to travel and spend time in nature.