What to expect at your strategy meeting

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

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

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.

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

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

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

I definitely rate Claire as a person, her services and her willingness to support and listen to me, whether it is finance related or not, at a 10 out of 10.

Not only is Claire very personable, she’s a lovely person and easy to talk to.

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.