Claire Mackay on her favourite things about being a financial planner
Home » Claire Mackay on her favourite things about being a financial planner
What my clients say
Claire has a really good handle on all my financial affairs.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
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.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
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.
Level of communication and transparency is nothing short of outstanding.
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’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.