Hi, I am Claire.
Independent Financial Planner.
Hi, my name is Claire Mackay and I am an independent financial planner. I am also a business owner and non-executive director.
You manage significant family wealth and you want to work with a professional who you can trust to build and protect that wealth.
You are 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 if cannot do do so in the future.
If you lead a busy life and are time poor, you will understand the value of delegating management of your finances to a trusted advisor. You want independent, ethical advice not tied to any 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 CA, CPA, Chartered Tax Analyst, GAICD, Self Managed Super Fund expert and a lawyer. That means you get the very best financial advice across your entire financial situation.
I am very good at what I do. I don’t mean to be arrogant in saying that. Rather, it means I truly care about what we do for our clients.
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.
Pillars of success – Top tips on succession planning
Kochie’s Business Builders: Succession planning for business owners
Claire Mackay on Sky Business discussing property investing in your SMSF
Sky News: SMSF property investing