Independent financial planner Sydney

They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.

My wife Sue stumbled upon you from a report by Alan Kohler who mentioned this young pair who were out to reform the financial world.

Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.

Level of communication and transparency is nothing short of outstanding.

I also like Claire’s ethics and the way Quantum Financial charge their clients.

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.

They are here for us, willing and ready to listen and help.

When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.

Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.

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.