Connecting client goals with their investment portfolios

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.

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

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

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

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

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

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

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