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.

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.

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.

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

Quantum Financial really do have integrity – there is continuity between what they say and what they do.

I also like Claire’s ethics and the way Quantum Financial charge their clients.

I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.

I knew I needed a financial advisor that I could trust implicitly.

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

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