Choosing a financial planner

Level of communication and transparency is nothing short of outstanding.

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.

When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.

I knew I needed a financial advisor that I could trust implicitly.

They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.

Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.

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.

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.

It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.