Home » A rough guide to establishing an SMSF » Independent financial planner Sydney
I also like Claire’s ethics and the way Quantum Financial charge their clients.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
Level of communication and transparency is nothing short of outstanding.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Claire has a really good handle on all my financial affairs.
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.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
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