Own shares through an SMSF and concerned about losing revenue on them? There’s a way to continue owning them without losing out.

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

When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.

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

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

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

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.

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

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

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.