Kochie says hello to Claire & Libby.
Money expert Claire Mackay regularly chats with David Koch and Libby Koch on all things financial.
Home » 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.
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
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.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
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.
Level of communication and transparency is nothing short of outstanding.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
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.
I knew I needed a financial advisor that I could trust implicitly.
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.
E: info@quantumfinancial.com.au
Head office: Level 3, 9 Help St
Sydney Chatswood NSW 2067 NSW
Please contact my team to book a meeting.