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 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.
Level of communication and transparency is nothing short of outstanding.
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.
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.
I knew I needed a financial advisor that I could trust implicitly.
They are here for us, willing and ready to listen and help.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
Not only is Claire very personable, she’s a lovely person and easy to talk to.