Independent financial planner Sydney

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.

Claire takes a major burden off my shoulders and gives me peace of mind.

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.

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

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

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.

I also like Claire’s ethics and the way Quantum Financial charge their 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.

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.