What is it like working with family?
What is it like working with my brother Tim?
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
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.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Claire has a really good handle on all my financial affairs.
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.
Claire takes a major burden off my shoulders and gives me peace of mind.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
Above all, they provide me with sound financial advice, are very professional, knowledgeable and good communicators.