Kochie says hello to Claire & Libby
Kochie says hello to Claire & Libby.
Money expert Claire Mackay regularly chats with David Koch and Libby Koch on all things financial.
Kochie says hello to Claire & Libby
By Claire Mackay
March 30, 2018
Claire & Kochie, Claire in the media, David Koch, Financial planning
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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.
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.
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.
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.
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.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.