Claire takes a major burden off my shoulders and gives me peace of mind.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
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 are here for us, willing and ready to listen and help.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
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.
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.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
I also like Claire’s ethics and the way Quantum Financial charge their clients.