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Independent financial advisor Claire MackayIndependent financial advisor Claire Mackay
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Home » Who Claire helps

These are the typical client situations for whom Claire can add the most value. Is this you?

A financially fabulous woman
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A financially fabulous woman

A corporate high flyer or successful entrepreneur, you seek advice from the best – Australia’s Financial Planner of the Year, Claire Mackay.

9
Jet setting retiree
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Jet setting retiree

Living your dream retirement, you want certainty that the wealth you worked incredibly hard for is managed in your best interests.

6
Company head or division director
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Company head or division director

The mortgage and kid’s education is under control and you want to transition towards your dream retirement. You seek a fellow professional as your trusted advisor.

7
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Established in private practice

You are either breaking through professionally and developing your practice or have an established practice building meaningful wealth.

6
Responsible for managing family wealth
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Responsible for managing family wealth

You may have the responsibility of managing an inheritance, managing your aging parents’ wealth or best positioning your family should something happen to you.

7
Business owner exiting their business
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Business owner exiting their business

You plan to exit your business via a listing, private equity or trade sale. You seek to partner with a recognised expert in structuring, investing and tax.

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How much will I pay for Quantum Financial's advice service?
What to expect when you call Quantum Financial on 02 8084 0453
What to expect at your initial meeting
What to expect when you partner with Quantum Financial

Independent financial advice

Financial planner Sydney
Financial planner Melbourne
Financial planner Brisbane
Self Managed Super (SMSF) advice
Quantum Financial
Tim Mackay

Call 02 8084 0453

E: info@quantumfinancial.com.au
Head office: Level 3, 9 Help St
Sydney Chatswood NSW 2067 NSW

Please contact my team to book a meeting.

Quick links

  • Independent Self Managed Super advice
  • Top 10 financial planner
  • Financial planner Sydney
  • Independent financial advisor

© 2019 Claire Mackay. All Rights Reserved. Independent financial advice.

  • About Claire
    • What others say
    • What my clients say
    • Claire’s story
    • Award winning advice
    • Client stories
    • Independent financial advisor
    • Linkedin
    • Quantum Financial
    • Tim Mackay
    • FAQ
  • My blog
  • How I help you
    • Who Claire helps
    • Empowering women
    • Self managed super expert (SMSF)
    • Choosing a financial planner
    • Investing Insights
    • FAQ
  • Everything else
    • Video
    • Media
      • Profiles of Claire
      • Business Insider
      • David Koch & Claire Mackay
    • Contact
    • FAQ
  • Independent Self Managed Super advice
  • Top 10 financial planner
  • Financial planner Sydney
  • Independent financial advisor