Clients we work best with Client storiesFinancial Planner of the YearFinancial planningFinancial planning professionalism Clients we work best with While Quantum Financial’s ideal clients come from various, exciting backgrounds, they share common traits.Claire MackayNovember 9, 2015
Finance expert seeking peace of mind Client stories Finance expert seeking peace of mind The client was a former financial controller of an ASX 50 Company and, as a…Claire MackaySeptember 15, 2015
A new client seeking trusted financial advice Client stories A new client seeking trusted financial advice A new client with $3m in superannuation assets sought trusted financial advice. Quote from the…Claire MackaySeptember 14, 2015
Professional couple in their 50’s seeking to fund their dream retirement Client stories Professional couple in their 50’s seeking to fund their dream retirement A successful couple working in financial services industry earning more than $340,000. They had an…Claire MackaySeptember 14, 2015