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
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What my clients say
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
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.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
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.
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.
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.
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.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.