Category Archives: Transition to retirement
What my clients say
Level of communication and transparency is nothing short of outstanding.
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.
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.
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.
Claire takes a major burden off my shoulders and gives me peace of mind.
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 has a really good handle on all my financial affairs.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
I knew I needed a financial advisor that I could trust implicitly.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.