What to expect at your strategy meeting

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.

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

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

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

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

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

Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.

Level of communication and transparency is nothing short of outstanding.

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