David Koch, Libby Koch & Claire Mackay discuss how to fund private school fees and your insurance.
Money expert Claire Mackay regularly chats with David Koch to answer all your financial questions.
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David Koch, Libby Koch & Claire Mackay discuss how to fund private school fees and your insurance.
Money expert Claire Mackay regularly chats with David Koch to answer all your financial questions.
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
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 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.
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.
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.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
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.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
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Australian Financial ReviewFinancial planningSelf Managed Super Fund Dual SMSF investment strategy that ticks all boxes E: info@quantumfinancial.com.au
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Sydney Chatswood NSW 2067 NSW
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