SMSF-investing

I also like Claire’s ethics and the way Quantum Financial charge their clients.

Claire has a really good handle on all my financial affairs.

They are here for us, willing and ready to listen and help.

Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.

They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.

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.

Level of communication and transparency is nothing short of outstanding.

I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.

Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.