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
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.
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.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
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.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
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.
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.
I knew I needed a financial advisor that I could trust implicitly.
Level of communication and transparency is nothing short of outstanding.
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.