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
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.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
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 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.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Claire takes a major burden off my shoulders and gives me peace of mind.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.


