The role of property investing in your SMSF

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.

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

When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.

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

Claire has a really good handle on all my financial affairs.

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

Quantum Financial really do have integrity – there is continuity between what they say and what they do.

Level of communication and transparency is nothing short of outstanding.

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

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.