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
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
They are here for us, willing and ready to listen and help.
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.
I knew I needed a financial advisor that I could trust implicitly.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
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.
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.
E: info@quantumfinancial.com.au
Head office: Level 3, 9 Help St
Sydney Chatswood NSW 2067 NSW
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