Home » Claire Mackay’s blog | Independent financial advice
Hi and welcome to my blog. I share my thoughts on financial planning, Self Managed Super Funds (SMSF), independent financial advice, retirement planning and investment insights.
Key point: With the new financial year approaching, now is the time to bring your self-managed superannuation fund’s investment strategy up to date and stay in the ATO’s good books. Read More
Key point: Your DIY fund’s approach to diversification needs to act a benchmark for your auditor as well as offer you flexibility with the best direction for members. Read More
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. Read More
Great investing ideas and portfolio management are different skills. Both are important but the latter goes well beyond making good individual investment decisions. If your current asset allocation is not in line with your target asset allocation, take action. Read More
Digging behind ATO statistics shows mum and dad trustees are more likely to have less than $350,000 each in super, rather than boasting of harbourside mansions. Read More
The Australian Taxation Office has a self managed super fund top 100. Among its greatest hits are the 100 SMSFs with the largest asset balances. Read More
On a professional level, Claire’s got a great deal of credentials. She’s an accountant, a financial planner and has a law degree too.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
I knew I needed a financial advisor that I could trust implicitly.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
Working with Tim & Claire provides us with a great deal of comfort and peace of mind and we’re happy to recommend them to our family and friends.
Claire has a really good handle on all my financial affairs.
I definitely rate Claire as a person, her services and her willingness to support and listen to me, whether it is finance related or not, at a 10 out of 10.