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.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
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.
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.
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.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
Claire has a really good handle on all my financial affairs.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Level of communication and transparency is nothing short of outstanding.