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
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
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.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
Claire has a really good handle on all my financial affairs.
They are here for us, willing and ready to listen and help.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Claire takes a major burden off my shoulders and gives me peace of mind.
I knew I needed a financial advisor that I could trust implicitly.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
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