In this NestEgg podcast, I discuss why it’s never too early or too late to plan for your retirement. Read More
Category Archives: Retirement lifestyle
What my clients say
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.
Claire takes a major burden off my shoulders and gives me peace of mind.
I knew I needed a financial advisor that I could trust implicitly.
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.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
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.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
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.