Independent financial planner Sydney

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.

They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.

Not only is Claire very personable, she’s a lovely person and easy to talk to.

Quantum Financial really do have integrity – there is continuity between what they say and what they do.

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.

I also like Claire’s ethics and the way Quantum Financial charge their clients.

They are here for us, willing and ready to listen and help.

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.

Level of communication and transparency is nothing short of outstanding.

I knew I needed a financial advisor that I could trust implicitly.