Home » Claire Mackay’s blog | Independent financial advice
Hi and welcome to my blog. I share my thoughts on financial planning, Self Managed Super Funds (SMSF), independent financial advice, retirement planning and investment insights.
Key point: With the new financial year approaching, now is the time to bring your self-managed superannuation fund’s investment strategy up to date and stay in the ATO’s good books. Read More
Key point: Your DIY fund’s approach to diversification needs to act a benchmark for your auditor as well as offer you flexibility with the best direction for members. Read More
Below is our latest correspondence to clients. When there are big moves in markets,we communicate to clients proactively so they have the confidence they are best positioned. Read More
Great investing ideas and portfolio management are different skills. Both are important but the latter goes well beyond making good individual investment decisions. If your current asset allocation is not in line with your target asset allocation, take action. Read More
Digging behind ATO statistics shows mum and dad trustees are more likely to have less than $350,000 each in super, rather than boasting of harbourside mansions. Read More
The Australian Taxation Office has a self managed super fund top 100. Among its greatest hits are the 100 SMSFs with the largest asset balances. Read More
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
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.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
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.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
I knew I needed a financial advisor that I could trust implicitly.
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.
Claire takes a major burden off my shoulders and gives me peace of mind.