Financial planning

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

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.

When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.

Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.

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

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.

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.

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.