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 acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
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.
Claire takes a major burden off my shoulders and gives me peace of mind.
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.
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.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.