The Deal July – P40

They are here for us, willing and ready to listen and help.

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 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.

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.

It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.

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

I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.

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

Not only is Claire very personable, she’s a lovely person and easy to talk to.