Professionalism in financial planning

When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.

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

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.

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.

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

I also like Claire’s ethics and the way Quantum Financial charge their clients.

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

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

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

They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.