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
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.
I knew I needed a financial advisor that I could trust implicitly.
My wife Sue stumbled upon you from a report by Alan Kohler who mentioned this young pair who were out to reform the financial world.
Claire has a really good handle on all my financial affairs.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
Claire takes a major burden off my shoulders and gives me peace of mind.
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.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
You May Also Like
Australian Financial ReviewFinancial planningSelf Managed Super Fund
Super traps and opportunities for the new financial year
Claire MackayJune 30, 2020
Why you need to update your SMSF investment strategy
Claire MackayJune 1, 2020
Dual SMSF investment strategy that ticks all boxes
Claire MackaySeptember 25, 2019