Top tips for financial goals (summary video)

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

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

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

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

When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.

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.

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.

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.

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