Financial planning professionalism

Level of communication and transparency is nothing short of outstanding.

Quantum Financial really do have integrity – there is continuity between what they say and what they do.

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

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

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

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

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

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

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