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.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
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.
Level of communication and transparency is nothing short of outstanding.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
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.
Claire has a really good handle on all my financial affairs.
Not only is Claire very personable, she’s a lovely person and easy to talk to.