“Now to our Pillars of Success segment helping you build solid foundations for your small business. Financial planning wiz Claire Mackay is here to talk about estate planning.” (David Koch) Read More
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
Level of communication and transparency is nothing short of outstanding.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
Claire takes a major burden off my shoulders and gives me peace of mind.
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.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.