Tips and traps when gearing property in an SMSF

Level of communication and transparency is nothing short of outstanding.

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

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

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

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.

They are here for us, willing and ready to listen and help.

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.

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.

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.