Top tips for financial goals (summary video)

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

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.

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

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.

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

Level of communication and transparency is nothing short of outstanding.

Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.

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

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

Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.