The Independent Financial Advisor

My wife Sue stumbled upon you from a report by Alan Kohler who mentioned this young pair who were out to reform the financial world.

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.

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

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

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

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.

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.

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

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