Insights from Investing Conference

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

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

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.

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

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

It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.

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

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.

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