Level of communication and transparency is nothing short of outstanding.
They are here for us, willing and ready to listen and help.
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.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Claire has a really good handle on all my financial affairs.
Claire takes a major burden off my shoulders and gives me peace of mind.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
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.
Not only is Claire very personable, she’s a lovely person and easy to talk to.