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
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.
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.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
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.
Claire has a really good handle on all my financial affairs.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.
Not only is Claire very personable, she’s a lovely person and easy to talk to.