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
I knew I needed a financial advisor that I could trust implicitly.
When I saw Claire Mackay interviewed on the ABC 7.30 program one night, I felt that she was someone I could work with.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
Not only is Claire very personable, she’s a lovely person and easy to talk to.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
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 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.
Level of communication and transparency is nothing short of outstanding.