What are your favourite things about being a financial planner?
What are Claire’s favourite things about being a financial planner?
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
Level of communication and transparency is nothing short of outstanding.
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.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
Claire has a really good handle on all my financial affairs.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
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.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
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.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
They are here for us, willing and ready to listen and help.