We summarise the key issues for our clients in their mid 50s to mid 60s…
Quantum FinancialJune 17, 2016
What my clients say
I also like Claire’s ethics and the way Quantum Financial charge their clients.
They are here for us, willing and ready to listen and help.
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.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
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 takes a major burden off my shoulders and gives me peace of mind.
Claire has a really good handle on all my financial affairs.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.