Claire was profiled in Self Managed Super Magazine.
“I think a good financial planner is a generalist, but also a specialist and so those areas of speciality are important for my clients and helping them solve their problems.”
Home » One on one with Claire Mackay
About Claire Mackay
I am a financial planner, SMSF expert and company director. I thrive on providing independent, expert financial advice to my wonderful clients. I was recognised as Financial Planner of the Year 2015 and Investment Adviser of the Year 2014. My website is here
What my clients say
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
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.
Claire takes a major burden off my shoulders and gives me peace of mind.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
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.
Level of communication and transparency is nothing short of outstanding.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
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.


