Once you decide to partner with Quantum Financial, we will immediately start to plan for your Strategy Meeting so we can actively start planning together to secure your financial future.
What to expect at your Strategy Meeting
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What my clients say
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
I knew I needed a financial advisor that I could trust implicitly.
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.
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.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Claire takes a major burden off my shoulders and gives me peace of mind.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
Level of communication and transparency is nothing short of outstanding.