David Koch chats to Claire Mackay about the new rules in superannuation.
Claire explains the new rules in superannuation announced by Treasurer Morrison and answers listeners’ finance questions. You can listen to their discussion below.
I am a financial planner, SMSF expert and company director. I thrive on providing independent, expert financial advice to my wonderful clients. I was recognised as Financial Planner of the Year 2015 and Investment Adviser of the Year 2014. My website is here
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 knew I needed a financial advisor that I could trust implicitly.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
Working with Tim & Claire provides us with a great deal of comfort and peace of mind and we’re happy to recommend them to our family and friends.
Level of communication and transparency is nothing short of outstanding.
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.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
They are here for us, willing and ready to listen and help.
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.
E: info@quantumfinancial.com.au
Head office: Level 3, 9 Help St
Sydney Chatswood NSW 2067 NSW
Please contact my team to book a meeting & ask for a complimentary copy of our proprietary Investing Insights report.
