Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
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.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
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.
Claire takes a major burden off my shoulders and gives me peace of mind.
Everyone I dealt with was a delight, from the first inquiry to the meeting. Claire is so easy to deal with, knowledgeable and quite obviously passionate about what she does and looking after her clients.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
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.