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.
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.
I knew I needed a financial advisor that I could trust implicitly.
They are here for us, willing and ready to listen and help.
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.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.