What to expect at your Strategy Meeting

Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.

Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.

I would be grateful to receive financial advice from Clare Mackay, who I believe is the best independent financial advisor in Australia through my research, on how to manage the windfall gain on the sale of our small business early this year and also how to manage funds in our foundation that we have just set up.

Quantum Financial really do have integrity – there is continuity between what they say and what they do.

I knew I needed a financial advisor that I could trust implicitly.

They are here for us, willing and ready to listen and help.

Not only is Claire very personable, she’s a lovely person and easy to talk to.

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.

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 feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.