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
Home » FAQs » What to expect at your Strategy Meeting
What my clients say
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
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.
I knew I needed a financial advisor that I could trust implicitly.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
They are here for us, willing and ready to listen and help.
Working with Tim & Claire provides us with a great deal of comfort and peace of mind and we’re happy to recommend them to our family and friends.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.