Responsible for managing family wealth

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.

Claire has a really good handle on all my financial affairs.

I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.

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

They are here for us, willing and ready to listen and help.

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.

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.