The award recognises that ethics, education and integrity are part of Quantum’s DNA. Quantum Financial ethics training module is compulsory for advisors. As part of its business ethics strategy, Quantum’s advisors allocate 10 -15% of professional time as volunteers in the community, in industry bodies and serving those who cannot afford financial advice.
Excellence in Business Ethics Regional Award
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About Quantum Financial
Quantum Financial is Australia's most awarded financial planning practice. We advise a select group of successful professionals, business owners and jet setting retirees. Our website is here
What my clients say
I also like Claire’s ethics and the way Quantum Financial charge their clients.
They are here for us, willing and ready to listen and help.
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.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
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 takes a major burden off my shoulders and gives me peace of mind.
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.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
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Australia’s most awarded financial planning practice
Quantum FinancialDecember 10, 2015