Quantum Financial advisor, Claire Mackay talks to Daniella Doughan about getting independent financial advice on David Koch’s Business Builder / Yahoo Finance.
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
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.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
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.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
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.
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.
Claire has a really good handle on all my financial affairs.
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.