In the right circumstances, there are good reasons to exit your SMSF and the vast…
Quantum FinancialAugust 28, 2018
What my clients say
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 also like Claire’s ethics and the way Quantum Financial charge their clients.
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.
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 knew I needed a financial advisor that I could trust implicitly.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
They are here for us, willing and ready to listen and help.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
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.