How do I arrange my initial meeting?
You can arrange a 45 minute to 1 hour meeting with one of our experts by phone 02 8084 0453 or by email.
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
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
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.
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.
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.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
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.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.