Independent financial planner Sydney

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.

I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.

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.

Claire takes a major burden off my shoulders and gives me peace of mind.

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.

Level of communication and transparency is nothing short of outstanding.

Claire has a really good handle on all my financial affairs.

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