Ask the Expert 3 – Q&A session with David and Libby Koch

Not only is Claire very personable, she’s a lovely person and easy to talk to.

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

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.

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.

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

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.

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.

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.