How do I plan to be an empty nester?
How do I plan to be an empty nester
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
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
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 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.
Level of communication and transparency is nothing short of outstanding.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
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.
I knew I needed a financial advisor that I could trust implicitly.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Claire takes a major burden off my shoulders and gives me peace of mind.