The key is to find trusted advisers and start mentoring younger members of the family.
The key is to find trusted advisers and start mentoring younger members of the family.
Home » Industry funds’ DIY options could help you keep franking credits » The key is to find trusted advisers and start mentoring younger members of the family.
What my clients say
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.
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.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
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.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
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.