Category Archives: Financial planning

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

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

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.

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.

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.

Level of communication and transparency is nothing short of outstanding.

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

I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.

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

Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.