Pillars of Success Succession Planning

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

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.

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

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

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.

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

Level of communication and transparency is nothing short of outstanding.

Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.

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.