Increasing professionalism in financial planning

They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.

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

Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.

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.

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

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.

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.

Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.

It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.