What are talents you wish you had?
Claire reveals some talents she wishes she had.
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
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.
I definitely rate Claire as a person, her services and her willingness to support and listen to me, whether it is finance related or not, at a 10 out of 10.
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.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
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.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
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.