Financial Planner of the Year 
Claire Mackay was recognised as the 2015 Financial Planner of the Year at a formal…
Quantum FinancialNovember 18, 2015
What my clients say
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.
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.
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.
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.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
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.
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.
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.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.