Financial planning professionalism

Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.

Claire has a really good handle on all my financial affairs.

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.

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

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.

When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.

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

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

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.