Category Archives: Financial planning

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.

Quantum Financial really do have integrity – there is continuity between what they say and what they do.

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

Not only is Claire very personable, she’s a lovely person and easy to talk to.

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.

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.

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

They are here for us, willing and ready to listen and help.