“The IFA Excellence Awards reaffirm the very important role independent advisers play in today’s competitive financial advice market and underpins their status as the cream of Australia’s advisers. This award recognises Australia’s top investment advice specialist.” Read more here
Home » Investment Adviser of the Year Award
About Quantum Financial
Quantum Financial is Australia's most awarded financial planning practice. We advise a select group of successful professionals, business owners and jet setting retirees. Our website is here
What my clients say
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
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.
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.
Claire has a really good handle on all my financial affairs.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
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 feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.