Quantum Financial advisor, Claire Mackay talks to Daniella Doughan about getting independent financial advice on David Koch’s Business Builder / Yahoo Finance.
Getting Financial Advice (Kochie’s Business Builder / Yahoo Finance)
By Claire Mackay February 23, 2015 October 28th, 2015 Choosing a financial planner, Claire in the media, Financial planning, Video
Home » Getting Financial Advice (Kochie’s Business Builder / Yahoo Finance)
About Claire Mackay
I am a financial planner, SMSF expert and company director. I thrive on providing independent, expert financial advice to my wonderful clients. I was recognised as Financial Planner of the Year 2015 and Investment Adviser of the Year 2014. My website is here
What my clients say
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
They are here for us, willing and ready to listen and help.
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.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
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.
I knew I needed a financial advisor that I could trust implicitly.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
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