What is it like working with my brother Tim?
What is it like working with family?
What my clients say
Claire has a really good handle on all my financial affairs.
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.
They are here for us, willing and ready to listen and help.
I also like Claire’s ethics and the way Quantum Financial charge their 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.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
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.
Their advice is sound and well researched; as people they are pleasant and friendly as well as professional.
Quantum Financial really do have integrity – there is continuity between what they say and what they do.