The key is to find trusted advisers and start mentoring younger members of the family.…
Quantum FinancialSeptember 25, 2018
What my clients say
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.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
Level of communication and transparency is nothing short of outstanding.
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.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.