Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
I knew I needed a financial advisor that I could trust implicitly.
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.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
Level of communication and transparency is nothing short of outstanding.
Working with Tim & Claire provides us with a great deal of comfort and peace of mind and we’re happy to recommend them to our family and friends.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
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.