Increasing professionalism in financial planning

Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.

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.

I knew I needed a financial advisor that I could trust implicitly.

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

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

Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.

Working with Tim & Claire provides us with a great deal of comfort and peace of mind and we’re happy to recommend them to our family and friends.

Level of communication and transparency is nothing short of outstanding.

They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.