Some quirky things about me

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

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

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

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.

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

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.

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.