Financial planning

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.

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

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

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.

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

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

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

Level of communication and transparency is nothing short of outstanding.

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