Preparing for retirement in volatile times

Not only is Claire very personable, she’s a lovely person and easy to talk to.

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.

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.

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 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.

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.

Quantum Financial really do have integrity – there is continuity between what they say and what they do.

Claire has a really good handle on all my financial affairs.