Quantum Financial’s succession plan

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

Level of communication and transparency is nothing short of outstanding.

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

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.

Claire takes a major burden off my shoulders and gives me peace of mind.

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

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

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.