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.
Home » We’re juggling private school fees, are we over insured?
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
Claire takes a major burden off my shoulders and gives me peace of mind.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
They are here for us, willing and ready to listen and help.
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.
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.
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.
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.
I knew I needed a financial advisor that I could trust implicitly.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
Claire has a really good handle on all my financial affairs.
Australian Financial ReviewFinancial planningSelf Managed Super Fund Super traps and opportunities for the new financial year
Australian Financial ReviewFinancial planningSelf Managed Super Fund Why you need to update your SMSF investment strategy
Australian Financial ReviewFinancial planningSelf Managed Super Fund Dual SMSF investment strategy that ticks all boxes E: info@quantumfinancial.com.au
Head office: Level 3, 9 Help St
Sydney Chatswood NSW 2067 NSW
Please contact my team to book a meeting.
