“Level of communication and transparency is nothing short of outstanding”

“Level of communication and transparency is nothing short of outstanding”

By | Testimonials | No Comments

“The fact that it is a family business, which their father has built up, gives me the confidence I have chosen the right advisors. I also appreciate the fact that their father continues to be their mentor.”

Mal, retired Qantas pilot

“A friend of mine arranged a meeting with Tim and Claire, and because my retirement was just around the corner, I thought it was best to go and check them out.

What’s most impressive about Claire and Tim is their focus on keeping the customer informed.  I didn’t ask for it – they just keep you in the loop.  The level of communication and transparency is nothing short of outstanding.

Quite a number of changes had to be put into place, and I am more than happy to report, that “not once have they left me hanging out in the breeze, wondering what was going on”. This is such a difference to the experience I’ve had with my previous financial advisor.

Trust is obviously important when choosing a financial advisor – and this takes time to build up. However, Quantum’s client focussed approach certainly helps to improve and build trust right from the word go.

Claire and Tim are young, dynamic and very well educated.  The fact that it is a family business, which their father has built up, gives me the confidence I have chosen the right advisors. In my view they strike a really good balance between “youth and experience”. I also appreciate the fact that their father continues to be their mentor.

Both, Claire and Tim offer a substantial educational background, degrees in law, accounting, commerce, economy and an MBA, which is another reason why I’ve chosen them as my advisors.

In the short time of being a client of Quantum Financial, I’ve already benefitted greatly from Claire’s legal training as well as her tenaciousness. The way she’s been driving one of the critical elements of my financial future into the appropriate structure is nothing short of impressive. I have no doubt that Quantum is there for me and will do what it takes to get the best outcome for me.

Not only are their good and competent professionals, they also are “human beings” very much connected to the community, active members of the surf life savers community and more. This in my mind makes them trustworthy, honest and caring individuals.

I want my financial advisors to be independent.  I’ve heard enough “horror stories” to ensure that my financial advisor is not “a sales person for product” but the trusted advisor for my financial affairs and has my best interest at heart.

Although I strongly believe in “there always is room for improvement” I’m happy to rate Quantum Financial at a 10/10, and I feel comfortable to recommend Claire and Tim to anyone who’s feels they need guidance in financial matters.”

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

Leave a Reply