Advice for our pre-retiree clients 
We summarise the key issues for our clients in their mid 50s to mid 60s…
Quantum FinancialJune 17, 2016
What my clients say
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 feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Level of communication and transparency is nothing short of outstanding.
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.
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.
Not only is Claire very personable, she’s a lovely person and easy to talk to.