Professionalism in financial planning
Professionalism in financial planning
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What my clients say
They are here for us, willing and ready to listen and help.
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.
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.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
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.
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.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.

