Professionalism in financial planning

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

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.

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.

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.

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.

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

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.