“The IFA Excellence Awards reaffirm the very important role independent advisers play in today’s competitive financial advice market and underpins their status as the cream of Australia’s advisers. This award recognises Australia’s top Self Managed Super Fund advice specialist.” Read more here.
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About Quantum Financial
Quantum Financial is Australia's most awarded financial planning practice. We advise a select group of successful professionals, business owners and jet setting retirees. Our website is here
What my clients say
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.
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.
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.
They are here for us, willing and ready to listen and help.
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.
Level of communication and transparency is nothing short of outstanding.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
I knew I needed a financial advisor that I could trust implicitly.
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.