David Koch & Claire Mackay discuss the best way to plan to be an empty nester on Radio 2UE.
Money expert Claire Mackay regularly chats with David Koch to answer all your financial questions.
Home » Kochie & Claire: How to plan to be an empty nester
David Koch & Claire Mackay discuss the best way to plan to be an empty nester on Radio 2UE.
Money expert Claire Mackay regularly chats with David Koch to answer all your financial questions.
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
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.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
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.
Claire has a really good handle on all my financial affairs.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
I knew I needed a financial advisor that I could trust implicitly.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
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.