Client storiesFinancial Planner of the YearFinancial planningFinancial planning professionalism Clients we work best with While Quantum Financial’s ideal clients come from various, exciting backgrounds, they share common traits. (more…) Claire MackayNovember 9, 2015
Financial Planner of the YearFinancial planning Why I love financial planning Independent financial planner Claire Mackay shares insights about her role as a trusted financial planner.… Claire MackayOctober 29, 2015
AwardsFinancial Planner of the YearFinancial planningFinancial planning professionalism Top 10 Financial Planner Sydney | Independent Financial Planning Claire Mackay has been recognised as one of the Top 10 Financial Planner Claire Mackay.… Claire MackayOctober 27, 2015
Financial Planner of the YearFinancial planningFinancial planning professionalism What are the characteristics of a leader in financial planning? Inspire those around us I believe a key characteristic of a leader in financial planning… Claire MackayOctober 2, 2015
Financial Planner of the YearFinancial planningFinancial planning professionalism Financial planners I admire "Individually impressive in their own right and I consider myself lucky to have learnt and… Claire MackaySeptember 15, 2015
Client stories Finance expert seeking peace of mind The client was a former financial controller of an ASX 50 Company and, as a… Claire MackaySeptember 15, 2015
Client stories A new client seeking trusted financial advice A new client with $3m in superannuation assets sought trusted financial advice. Quote from the… Claire MackaySeptember 14, 2015
Client stories Professional couple in their 50’s seeking to fund their dream retirement A successful couple working in financial services industry earning more than $340,000. They had an… Claire MackaySeptember 14, 2015
Financial Planner of the YearFinancial planning The noble profession of financial planning We are financial planners and it is something of which we are immensely proud. We… Claire MackayFebruary 14, 2015