Responsible for managing family wealth

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.

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.

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.

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

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

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

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