I outline the exciting process we undertake when you decide to partner with Quantum Financial.
What to expect when you partner with Quantum Financial
What my clients say
Claire has a really good handle on all my financial affairs.
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.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Level of communication and transparency is nothing short of outstanding.
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.
They are here for us, willing and ready to listen and help.
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.
Claire takes a major burden off my shoulders and gives me peace of mind.
I knew I needed a financial advisor that I could trust implicitly.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.