Self Managed Super Funds are the investment vehicle of choice for more than one million Australians seeking to fund their dream retirement. Here Claire shares her insights and expert Self Managed Super Fund expertise.
Great investing ideas and portfolio management are different skills. Both are important but the latter goes well beyond making good individual investment decisions. If your current asset allocation is not in line with your target asset allocation, take action. Read More
Claire takes a major burden off my shoulders and gives me peace of mind.
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.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
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.
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.
Claire has a really good handle on all my financial affairs.
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.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
Level of communication and transparency is nothing short of outstanding.