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
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
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.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Claire takes a major burden off my shoulders and gives me peace of mind.
Level of communication and transparency is nothing short of outstanding.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
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.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.