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
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
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.
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.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Level of communication and transparency is nothing short of outstanding.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
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.
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.
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.