Claire Mackay on her favourite things about being a financial planner

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

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.

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

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.

Level of communication and transparency is nothing short of outstanding.

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

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.

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

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

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