What are Claire’s favourite things about being a financial planner?
What are your favourite things about being a financial planner?
What my clients say
Not only is Claire very personable, she’s a lovely person and easy to talk to.
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.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
I knew I needed a financial advisor that I could trust implicitly.
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.
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.
They are here for us, willing and ready to listen and help.
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.