Choosing a financial planner

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.

Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.

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 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 are here for us, willing and ready to listen and help.

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.

Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.

Claire has a really good handle on all my financial affairs.