Category Archives: Investing Insights

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

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

They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.

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

It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.

They are here for us, willing and ready to listen and help.

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 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.

Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.