Top tips for financial goals (summary video)

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.

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.

Level of communication and transparency is nothing short of outstanding.

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

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.

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.

Quantum Financial really do have integrity – there is continuity between what they say and what they do.

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