Category Archives: Financial planning

I also like Claire’s ethics and the way Quantum Financial charge their clients.

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

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.

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

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.

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.

Working with Tim & Claire provides us with a great deal of comfort and peace of mind and we’re happy to recommend them to our family and friends.

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

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.