A typical day in the life of a successful financial planner

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.

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

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

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

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

Not only is Claire very personable, she’s a lovely person and easy to talk to.

I definitely rate Claire as a person, her services and her willingness to support and listen to me, whether it is finance related or not, at a 10 out of 10.

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.