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
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
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.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
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.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
Claire has a really good handle on all my financial affairs.
I knew I needed a financial advisor that I could trust implicitly.