Responsible for managing family wealth

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.

Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.

It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.

Level of communication and transparency is nothing short of outstanding.

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

They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.

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.

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.

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.