How to assess your insurance needs

Level of communication and transparency is nothing short of outstanding.

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.

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.

I also like Claire’s ethics and the way Quantum Financial charge their clients.

Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.

When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.

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.

I knew I needed a financial advisor that I could trust implicitly.