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 acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
I knew I needed a financial advisor that I could trust implicitly.
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.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
Level of communication and transparency is nothing short of outstanding.
They are here for us, willing and ready to listen and help.
Claire takes a major burden off my shoulders and gives me peace of mind.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
