Andrew-Robertson

Claire has a really good handle on all my financial affairs.

Claire takes a major burden off my shoulders and gives me peace of mind.

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.

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

Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.

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.

Level of communication and transparency is nothing short of outstanding.

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

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.