Claire was profiled in Self Managed Super Magazine.
“I think a good financial planner is a generalist, but also a specialist and so those areas of speciality are important for my clients and helping them solve their problems.”
Home » One on one with Claire Mackay
About Claire Mackay
I am a financial planner, SMSF expert and company director. I thrive on providing independent, expert financial advice to my wonderful clients. I was recognised as Financial Planner of the Year 2015 and Investment Adviser of the Year 2014. My website is here
What my clients say
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
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.
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.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
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.
Claire has a really good handle on all my financial affairs.
My wife Sue stumbled upon you from a report by Alan Kohler who mentioned this young pair who were out to reform the financial world.