Daniella Doughan chats to independent financial planner Claire Mackay from Quantum Financial about getting started in self-managed super funds (SMSF) on David Koch’s Business Builder / Yahoo Finance.
Home » Self Managed Super Funds (Kochie’s Business Builder / Yahoo Finance)
About Claire Mackay
I am a financial planner, SMSF expert and company director. I thrive on providing independent, expert financial advice to my wonderful clients. I was recognised as Financial Planner of the Year 2015 and Investment Adviser of the Year 2014. My 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.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Level of communication and transparency is nothing short of outstanding.
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.
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.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
You May Also Like
Australian Financial ReviewFinancial planningSelf Managed Super Fund Super traps and opportunities for the new financial year Super traps and opportunities for the new financial year
Claire MackayJune 30, 2020
Australian Financial ReviewFinancial planningSelf Managed Super Fund Why you need to update your SMSF investment strategy Why you need to update your SMSF investment strategy
Claire MackayJune 1, 2020
Australian Financial ReviewFinancial planningSelf Managed Super Fund Dual SMSF investment strategy that ticks all boxes Dual SMSF investment strategy that ticks all boxes
Claire MackaySeptember 25, 2019
