What to expect when you partner with Quantum Financial
I outline the exciting process we undertake when you decide to partner with Quantum Financial.
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
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
Everyone I dealt with was a delight, from the first inquiry to the meeting. Claire is so easy to deal with, knowledgeable and quite obviously passionate about what she does and looking after her clients.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Level of communication and transparency is nothing short of outstanding.
Claire takes a major burden off my shoulders and gives me peace of mind.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
They are here for us, willing and ready to listen and help.
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.