Adele Ferguson, Multi Walkley & Logie award winning Fairfax finance journalist.
“They can distill complex matters into simple language because they have a strong grasp about what they are talking about. Tim and Claire are not afraid to make comments about the industry as well as look for ways to improve it.”
Home » “With so many conflicted planners operating in this country it is important to have a voice that stands out for those planners who have embraced a model that promotes their clients’ interests.”
About Quantum Financial
Quantum Financial is Australia's most awarded financial planning practice. We advise a select group of successful professionals, business owners and jet setting retirees. Our website is here
What my clients say
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
They are here for us, willing and ready to listen and help.
Claire has a really good handle on all my financial affairs.
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.
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.
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.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Claire takes a major burden off my shoulders and gives me peace of mind.
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