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
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.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
I knew I needed a financial advisor that I could trust implicitly.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
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.
Claire has a really good handle on all my financial affairs.
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.
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