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
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.
Level of communication and transparency is nothing short of outstanding.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
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.
I knew I needed a financial advisor that I could trust implicitly.
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.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
Claire takes a major burden off my shoulders and gives me peace of mind.
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