Adele-Ferguson

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.

They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.

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 also like Claire’s ethics and the way Quantum Financial charge their clients.

It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.

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.

Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.

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 knew I needed a financial advisor that I could trust implicitly.

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.