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.
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 acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
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.
Level of communication and transparency is nothing short of outstanding.
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.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
I knew I needed a financial advisor that I could trust implicitly.