Professionalism in financial planning

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

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.

Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.

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.

It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.

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

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.

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.

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