“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
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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
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Claire has a really good handle on all my financial affairs.
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.
They are here for us, willing and ready to listen and help.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
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 takes a major burden off my shoulders and gives me peace of mind.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
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.
I also like Claire’s ethics and the way Quantum Financial charge their clients.