Hi, my name is Claire Mackay and I am an independent financial planner.
You are a successful professional or business owner who wants to increase your wealth while protecting your assets.
Or you are pre-retiree looking to fund your dream retirement or have already retired and concerned about managing your family wealth and ensuring your loved ones will be looked after in the event of your not being able to do so in the future.
You have a life and are time poor. You “get” the value of dealing with a professional and are willing to delegate management of your finances to a trusted advisor. You want independent, ethical advice not aligned with a large institution or product provider.
I work with a select number of clients so I can give you the attention you expect. Our goal at Quantum Financial is to provide you with the highest level of tailored service. To add far more value than you pay for with our fixed fees.
As well as being an independent financial planner, I am a qualified Chartered Accountant, Chartered Tax Analyst, Self Managed Super Fund expert and a lawyer. That means you get the very best financial advice.
But all work and no play would make me a dull Financial Planner. When not managing your money, I love adventures including climbing Machu Picchu, backpacking Africa & India; walking the Kokoda Track, and the Palm Beach to Whale Beach Big Swim.