What I learnt from my professional peers

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.

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.

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

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.

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

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

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.

Level of communication and transparency is nothing short of outstanding.

On a professional level, Claire’s got a great deal of credentials. She’s an accountant, a financial planner and has a law degree too.

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