Independent financial planner Claire Mackay shares her views on Budget 2016 on ABC TV.
Transcript of interview
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Home » Budget 2016 (ABC TV)
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
Not only is Claire very personable, she’s a lovely person and easy to talk to.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
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.
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 acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
I knew I needed a financial advisor that I could trust implicitly.
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.
Head office: Level 3, 9 Help St
Sydney Chatswood NSW 2067 NSW
Please contact my team to book a meeting.