What to expect at your strategy meeting

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

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

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

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

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.

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

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.

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

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.