The key is to find trusted advisers and start mentoring younger members of the family.…
Quantum FinancialSeptember 25, 2018
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.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
Claire has a really good handle on all my financial affairs.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
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 are here for us, willing and ready to listen and help.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.