Award winning financial planner Archives ⋆ Independent financial advisor Claire Mackay

Claire has a really good handle on all my financial affairs.

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 also like Claire’s ethics and the way Quantum Financial charge their clients.

They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.

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 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.

Quantum Financial really do have integrity – there is continuity between what they say and what they do.

Claire takes a major burden off my shoulders and gives me peace of mind.

Level of communication and transparency is nothing short of outstanding.

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.