Getting Financial Advice (Kochie’s Business Builder / Yahoo Finance)

Working with Tim & Claire provides us with a great deal of comfort and peace of mind and we’re happy to recommend them to our family and friends.

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.

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.

Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.

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

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

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

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.

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.