They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
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.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
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.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Claire takes a major burden off my shoulders and gives me peace of mind.