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)
No Comments
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
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Level of communication and transparency is nothing short of outstanding.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
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.
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.
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 has a really good handle on all my financial affairs.
You May Also Like
Australian Financial ReviewFinancial planningSelf Managed Super Fund Super traps and opportunities for the new financial year Super traps and opportunities for the new financial year
Claire MackayJune 30, 2020
Australian Financial ReviewFinancial planningSelf Managed Super Fund Why you need to update your SMSF investment strategy Why you need to update your SMSF investment strategy
Claire MackayJune 1, 2020
Australian Financial ReviewFinancial planningSelf Managed Super Fund Dual SMSF investment strategy that ticks all boxes Dual SMSF investment strategy that ticks all boxes
Claire MackaySeptember 25, 2019
