“One of the hallmarks of a true professional is admitting they can’t actually help.”
Jay, Finance executive
“I work in the finance industry and am a good manager of our own money. However, I felt there’s always room for improvement.
As such, I contacted Quantum Financial due to their stellar reputation in the industry.
Starting from our first contact with the office, to filling out a detailed pre-meeting questionnaire which helped us clarify our issues and outcomes, to our meeting, Claire Mackay and her team displayed the utmost professionalism.
One of the hallmarks of a true professional is admitting they can’t actually help.
Having reviewed our situation, Claire confirmed we were on the right path and she honestly couldn’t add any value. So respectfully declined taking us on as clients.
It’s ironic that a “rejection” can actually make you feel good. It was a wonderful validation we were on the right track.
While on some level I’m sorry we haven’t been able to work with Quantum, I know that should circumstances change, they will be our financial planning partners of choice.”