“The IFA Excellence Awards reaffirm the very important role independent advisers play in today’s competitive financial advice market and underpins their status as the cream of Australia’s advisers. This award recognises Australia’s top investment advice specialist.” Read more here
About Quantum Financial
Quantum Financial is Australia's most awarded financial planning practice. We advise a select group of successful professionals, business owners and jet setting retirees. Our website is here
I knew I needed a financial advisor that I could trust implicitly.
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.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
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 acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
I would be grateful to receive financial advice from Clare Mackay, who I believe is the best independent financial advisor in Australia through my research, on how to manage the windfall gain on the sale of our small business early this year and also how to manage funds in our foundation that we have just set up.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Level of communication and transparency is nothing short of outstanding.