Questions my clients often ask

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.

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.

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.

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

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

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

Level of communication and transparency is nothing short of outstanding.

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