Financial planning professionalism

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.

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

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.

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

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

I knew I needed a financial advisor that I could trust implicitly.

Working with Tim & Claire provides us with a great deal of comfort and peace of mind and we’re happy to recommend them to our family and friends.

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.