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
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
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.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
Claire takes a major burden off my shoulders and gives me peace of mind.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
Level of communication and transparency is nothing short of outstanding.
Claire has a really good handle on all my financial affairs.
I knew I needed a financial advisor that I could trust implicitly.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
They are here for us, willing and ready to listen and help.
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