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
What my clients say
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
Claire takes a major burden off my shoulders and gives me peace of mind.
Level of communication and transparency is nothing short of outstanding.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
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.
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.