Category Archives: Estate planning
By Quantum Financial | Charter Magazine, Divorce and separation, Estate planning, Financial planning, Inheritance, Major life events, Retirement planning, Self Managed Super Fund | No Comments
It’s surprisingly common for family disputes over wealth to erupt after someone dies. But there are pre-emptive steps you can take to avoid this.
What my clients say
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
Claire takes a major burden off my shoulders and gives me peace of mind.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
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.
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 definitely rate Claire as a person, her services and her willingness to support and listen to me, whether it is finance related or not, at a 10 out of 10.