Category Archives: Independent financial advisor

Claire takes a major burden off my shoulders and gives me peace of mind.

I knew I needed a financial advisor that I could trust implicitly.

I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.

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

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.

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.

My wife Sue stumbled upon you from a report by Alan Kohler who mentioned this young pair who were out to reform the financial world.

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

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

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.