Smart self-managed superannuation fund estate planning ensures your wealth is passed to your loved ones in the most tax-effective manner
Tim Mackay contributing opinion writer Financial Review
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What my clients say
I also like Claire’s ethics and the way Quantum Financial charge their clients.
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.
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.
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.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
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.
They are here for us, willing and ready to listen and help.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
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.