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.
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.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
Claire has a really good handle on all my financial affairs.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Level of communication and transparency is nothing short of outstanding.
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.