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
Level of communication and transparency is nothing short of outstanding.
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.
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.
Claire has a really good handle on all my financial affairs.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
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.
They are here for us, willing and ready to listen and help.
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.
Claire takes a major burden off my shoulders and gives me peace of mind.
Head office: Level 3, 9 Help St
Sydney Chatswood NSW 2067 NSW
Please contact my team to book a meeting.