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.
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.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
Level of communication and transparency is nothing short of outstanding.
I knew I needed a financial advisor that I could trust implicitly.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Claire takes a major burden off my shoulders and gives me peace of mind.