What to expect at your Strategy Meeting
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.
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
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.
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.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Level of communication and transparency is nothing short of outstanding.
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.
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.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
I also like Claire’s ethics and the way Quantum Financial charge their clients.