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
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
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.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Claire has a really good handle on all my financial affairs.
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.