Ask the Expert 2 – Q&A session with David and Libby Koch

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.

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

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.

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

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

I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.

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.

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.

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