Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Level of communication and transparency is nothing short of outstanding.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
Claire has a really good handle on all my financial affairs.
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.
Claire takes a major burden off my shoulders and gives me peace of mind.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
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.
I knew I needed a financial advisor that I could trust implicitly.