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
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.
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 knew I needed a financial advisor that I could trust implicitly.
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.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
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 also like Claire’s ethics and the way Quantum Financial charge their clients.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
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.